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So far info@northlightfinancialservices.com has created 306 blog entries.

Who is Your Trusted Contact?

Who Is Your Trusted Contact? This vital investment account question should be answered sooner rather than later. Investment firms have a new client service requirement. They must now ask you if you would like to provide the name and information of a trusted contact.1 You do not have to supply this information, but it is encouraged. The request is made with your best interest in mind – and to lower the risk of someone crooked attempting to make investment decisions [...]

By |2020-10-08T13:17:31-04:00September 28th, 2020|Personal Finance|Comments Off on Who is Your Trusted Contact?
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The Pros and Cons of Early Retirement Plan Rollovers

The Pros and Cons of Early Retirement Plan Rollovers Should you withdraw and reinvest your retirement plan money while you are still on the job? Did you know you might be able to take some or all of the money in your 401(k), 403(b), or 457 plan and roll it over into another type of retirement account? Were you aware that you could do this while you are still working for your current employer – without any withholding or early [...]

By |2020-09-18T10:09:10-04:00September 14th, 2020|IRA Rollover|Comments Off on The Pros and Cons of Early Retirement Plan Rollovers
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College Funding Options

College Funding Options You can plan to meet the costs through a variety of methods. How can you cover your child’s future college costs? Saving early (and often) may be key for most families. Here are some college savings vehicles to consider. 529 college savings plans. Offered by states and some educational institutions, these plans allow you to save up to $15,000 per year for your child’s college costs without having to file an I.R.S. gift tax return. A married [...]

By |2020-08-28T14:18:26-04:00August 28th, 2020|College Savings, Savings and Investing|Comments Off on College Funding Options
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Eldercare Choices in the COVID-19 Era

Eldercare Choices in the COVID-19 Era Exploring your extended care options may be wise at this time. Given the threat of COVID-19, seniors today may be considering their extended care alternatives with extra caution.1 In addition to health factors, the cost can be an issue. According to Genworth’s 2020 Cost of Care Survey, the median annual cost of a semi-private room in a nursing home is now $90,000. A single-occupancy room may cost over $100,000 a year.1 While you could [...]

By |2020-08-07T14:43:37-04:00August 7th, 2020|Eldercare, Healthcare, Personal Finance|Comments Off on Eldercare Choices in the COVID-19 Era
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Retirement Plan Options for Small Businesses

Retirement Plan Options for Small Businesses The SECURE Act and CARES Act may complicate the decision. As a small-business owner, figuring out retirement choices can be a little intimidating. How do you pick the most appropriate retirement plan for your business as well as your employees? There are three main types of retirement plans for small businesses: SIMPLE-IRAs, SEP-IRAs, and 401(k)s. Read on below to learn more about each type of retirement plan. Also, keep in mind that recent legislative [...]

By |2020-08-07T14:32:23-04:00July 30th, 2020|Personal Finance, Retirement|Comments Off on Retirement Plan Options for Small Businesses
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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: FL, IL, KY, LA, MA, ME, NC, NH, NM, OR . 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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