Savings and Investing - North Light Financial Services

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 info@northlightfinancialservices.com|2018-04-16T09:27:10-04:00April 5th, 2018|Personal Finance, Retirement, Savings and Investing|Comments Off

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

Is a Home an Investment?

Is a Home an Investment? From one perspective, the answer is yes; from another, no. When you buy a home, are you investing? If you buy it to flip it or buy it as a rental property, the answer is yes. If you buy a home simply to live in it, the answer may be no. Your home is an expression of your lifestyle, a wonderful setting for your life, and a place you can enjoy in privacy and comfort. [...]

By info@northlightfinancialservices.com|2017-11-03T13:34:55-04:00November 2nd, 2017|Personal Finance, Retirement, Savings and Investing|Comments Off