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Personal Finance

Why You Should Have an Online Social Security Account

Why You Should Have an Online Social Security Account In monitoring your Social Security profile, you may help to thwart fraud.   Could your personal information soon be stolen? The possibility cannot be dismissed. Sensitive financial and medical data pertaining to your life may not be as safe as you think, and thieves may turn to a vast resource to try and mine it – the Social Security Administration. Consider three facts, which in combination seem especially troubling. One, Social [...]

By |2018-06-08T11:47:42-04:00May 31st, 2018|Personal Finance, Social Sercurity Planning|Comments Off on Why You Should Have an Online Social Security Account
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Will Giving Decline?

Will Giving Decline? The loss of the charitable tax deduction could hurt non-profits.  Charities are wondering if they will lose out on millions this year. The federal tax deduction for charitable contributions has disappeared because of the recent tax reforms. The standard federal income tax deduction is now $12,000 – make that $24,000 for a married couple filing jointly. (The amounts rise to $13,600 for a single taxpayer 65 or older and $26,600 for joint filers 65 and older.) With [...]

By |2018-04-16T09:33:16-04:00April 16th, 2018|Charitable Giving, Personal Finance|Comments Off on Will Giving Decline?
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Retirement Plans for Individuals & Business

Retirement Plans for Individuals & Businesses A look at some of the choices.  Households are saving too little for the future. According to one new analysis, 41% of Gen Xers and 42% of baby boomers have yet to begin saving for retirement. In a recent financial industry survey, 35% of small business owners said they were planning to use the sale proceeds from their company for a retirement fund, an idea which comes with a flashing question mark.1,2 Do you [...]

By |2018-04-16T09:27:10-04:00April 5th, 2018|Personal Finance, Retirement, Savings and Investing|Comments Off on Retirement Plans for Individuals & Business
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Tax Reform 2018

How the Tax Reforms Will Take Effect Some of the impact of the Tax Cuts & Jobs Act will be felt later than January 1.   President Donald Trump signed the Tax Cuts & Jobs Act into law on December 22, and on January 1, some key details of the Internal Revenue Code will abruptly change.1 There will be night-and-day change, both figuratively and literally. On January 1, the federal estate tax exemption will double; the standard federal income tax [...]

By |2018-03-20T13:02:39-04:00March 20th, 2018|Business/Economic News, Income Taxes, Personal Finance|Comments Off on Tax Reform 2018
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Now 64? Prepare to Sign Up for Medicare

Now 64? Prepare to Sign Up for Medicare. This is the time to arrange lifelong health coverage.  Age 64 is the age when you are reminded that you are a baby boomer growing older. Regardless of how young or old you feel at 64, you should make sure to sign up for Medicare. The sign-up period will be here before you know it. In fact, you might already be within it, so act quickly if you are. Medicare gives you [...]

By |2018-03-12T13:25:40-04:00March 6th, 2018|Health Insurance, Personal Finance|Comments Off on Now 64? Prepare to Sign Up for Medicare
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Thank you to Salmon Falls Photography in Plymouth for use of their lovely photo in our header!

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Disclaimer

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and North Light Financial Services are not affiliated. Cambridge does not offer tax advice. Office of Supervisory Jurisdiction: 46 Accord Park Drive / Norwell, MA 02061 Phone: 781-878-4063 Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered: CA, FL, GA, HI, KY, IL, LA, MA, ME, NC, NE, NM, OR, RI, SC, TX, VT, WV. If we are not currently registered in your state please email us at info@northlightfinancialservices.com. We may be able to refer you to a representative in your area, or we may become registered in your state, at which time we could further discuss our services with you.

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