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Savings and Investing

A Retirement Fact Sheet

A Retirement Fact Sheet Some specifics about the “second act.”      Does your vision of retirement align with the facts? Here are some noteworthy financial and lifestyle facts about life after 50 that might surprise you. Up to 85% of a retiree’s Social Security income can be taxed. Some retirees are taken aback when they discover this. In addition to the Internal Revenue Service, 13 states currently levy taxes on some or all Social Security retirement benefits: Colorado, Connecticut, Kansas, [...]

By |2020-03-23T13:42:56-04:00February 20th, 2020|Retirement, Savings and Investing|Comments Off on A Retirement Fact Sheet
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End-of-the-Year Money Moves

End-of-the-Year Money Moves Here are some things you might consider before saying goodbye to 2019.   What has changed for you in 2019? 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 2020 begins. Even if your 2019 has been relatively uneventful, the end of the year is [...]

By |2019-12-19T11:36:04-05:00December 19th, 2019|Personal Finance, Savings and Investing, Uncategorized|Comments Off on End-of-the-Year Money Moves
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The Cost of Procrastination

The Cost of Procrastination Don't let procrastination keep you from pursuing your financial goals. Some of us share a common experience. You’re driving along when a police cruiser pulls up behind you with its lights flashing. You pull over, the officer gets out, and your heart drops. “Are you aware the registration on your car has expired?” You’d been meaning to take care of it for some time. For weeks, you had told yourself that you’d go to renew your [...]

By |2019-07-19T11:11:46-04:00July 11th, 2019|Personal Finance, Savings and Investing|Comments Off on The Cost of Procrastination
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Build Your Rainy Day Fund

Build Your Rainy Day Fund Like an emergency fund, it can come in handy. Sometimes, life gets expensive. A little bad luck or a twist of fate can hit us right in the checkbook and challenge us to live within our budget. An emergency fund may help us handle major financial disruptions. For the minor ones, a rainy day fund may suffice. A rainy day fund and an emergency fund differ in scale, but not purpose. Both funds are designed [...]

By |2019-01-14T11:03:19-05:00January 3rd, 2019|Financial Fitness, Personal Finance, Savings and Investing|Comments Off on Build Your Rainy Day Fund
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Smart Financial & Insurance Moves for New Parents

Smart Financial & Insurance Moves for New Parents As you start a family, consider these ideas.   Being a parent means being responsible to a degree you never have been before. That elevated responsibility also impacts your financial decisions. You are now a provider and a protector, and that reality may make the following financial moves necessary. Think about a budget. As a couple, you may have lived for years without budgeting. As parents, this may change. You will face new [...]

By |2019-01-14T10:00:28-05:00December 18th, 2018|Financial Fitness, Personal Finance, Savings and Investing|Comments Off on Smart Financial & Insurance Moves for New Parents
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Photo Credit

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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