Saving & Budgeting - North Light Financial Services

Comprehensive Financial Planning: What It Is, Why it Matters

Comprehensive Financial Planning: What It Is, Why It Matters Your approach to building wealth should be built around your goals & values. Just what is comprehensive financial planning? As you invest and save for retirement, you may hear or read about it – but what does that phrase really mean? Just what does comprehensive financial planning entail, and why do knowledgeable investors request this kind of approach? While the phrase may seem ambiguous to some, it can be simply [...]

By info@northlightfinancialservices.com|2018-02-01T10:41:22-05:00February 1st, 2018|Personal Finance, Saving & Budgeting, Savings and Investing|Comments Off

Your 2018 Financial To-Do List

Your 2018 Financial To-Do List Things you can do for your future as the year unfolds. What financial, business, or life priorities do you need to address for 2018? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives, from building your retirement fund to lowering your taxes. You have plenty of options. Here are a few that might prove convenient: Can you contribute more to your retirement plans this [...]

By info@northlightfinancialservices.com|2018-01-19T12:40:58-05:00January 19th, 2018|Personal Finance, Saving & Budgeting, Savings and Investing|Comments Off

End-of-the-Year Money Moves

End-of-the-Year Money Moves Here are some things you might want to do before saying goodbye to 2017. What has changed for you in 2017? Did you start a new job or leave a job behind? Did you retire? Did you start a family? If notable changes occurred in your personal or professional life, then you will want to review your finances before this year ends and 2018 begins. Even if your 2017 has been relatively uneventful, the end of [...]

By info@northlightfinancialservices.com|2017-12-22T11:22:22-05:00December 7th, 2017|end of year money moves, Personal Finance, Saving & Budgeting, Savings and Investing|Comments Off

Having the Money Talk with Your Children

Having the Money Talk with Your Children How much financial knowledge do they have? Some young adults manage to acquire a fair amount of financial literacy. In the classroom or the workplace, they learn a great deal about financial principles. Others lack such knowledge and learn money lessons by paying, to reference William Blake, “the price of experience.” Broadly speaking, how much financial literacy do young people have today? At this writing, some of the most recent data appears in [...]

By info@northlightfinancialservices.com|2017-08-21T08:43:40-04:00August 17th, 2017|Financial Fitness, Personal Finance, Saving & Budgeting|Comments Off

Do Our Attitudes About Money Help or Hurt Us?

Do Our Attitudes About Money Help or Hurt Us? We may need to change them to better our financial prospects. Our relationship with money is complex & emotional. When we pay a bill, go to the mall, trade in a car for a new one, hunt for a home or apartment, or pass someone seemingly poor or rich on the street, we feel things and harbor certain perceptions. Are our attitudes about money inherited? They may have been formed [...]

By info@northlightfinancialservices.com|2017-03-28T08:17:13-04:00January 19th, 2017|Personal Finance, Saving & Budgeting, Savings and Investing, Well-being|Comments Off