Call Us Today! 1.774.773.3104|info@northlightfinancialservices.com
FacebookLinkedInEmail

info@northlightfinancialservices.com

About info@northlightfinancialservices.com

This author has not yet filled in any details.
So far info@northlightfinancialservices.com has created 330 blog entries.

A Look at HSAs: Health Savings Accounts and Possible Tax Advantages

A Look at HSAs Health Savings Accounts may provide you with remarkable tax advantages. Why do higher-income households inquire about Health Savings Accounts? They have heard about what an HSA can potentially offer them: a pool of tax-exempt dollars for health care, a path to tax savings, even a possible source of retirement income after age 65. You may want to look at this option yourself. About 26 million Americans now have HSAs. You must enroll in a high-deductible health [...]

By |2019-04-18T10:48:36-04:00April 11th, 2019|Financial Fitness, Health Insurance, Healthcare|Comments Off on A Look at HSAs: Health Savings Accounts and Possible Tax Advantages
Read More

Bad Money Habits to Break

Bad Money Habits to Break Behaviors worth changing. Do bad money habits constrain your financial progress? Many people fall into the same financial behavior patterns, year after year. If you sometimes succumb to these financial tendencies, now is as good a time as any to alter your behavior. #1: Lending money to family & friends. You may know someone who has lent a few thousand to a sister or brother, a few hundred to an old buddy, and so on. [...]

By |2019-04-04T10:05:11-04:00March 28th, 2019|Personal Finance, Saving & Budgeting|Comments Off on Bad Money Habits to Break
Read More

Financial Steps to Take Before a Divorce

Financial Steps to Take Before a Divorce Wise moves to make before things are finalized. Before your divorce goes through, it would be wise to check up on financial matters. It would be better to assess the state of your financial life before the split rather than after. Find out where you stand financially. Beyond your salary and your bank accounts, how much do you have in the way of retirement savings? What will your monthly income be? What investments [...]

By |2019-03-12T14:52:05-04:00March 12th, 2019|Divorce, Personal Finance|Comments Off on Financial Steps to Take Before a Divorce
Read More

An Executor Checklist

An Executor Checklist The steps you may need to take to fulfill a major responsibility. If you are an executor to an estate, you must carry out your duties responsibly. Fulfilling these duties is not only a measure of your ability, but a measure of your character. You can approach these tasks methodically. In fact, it is probably best if you do. Here are the common steps required of executors, before and after the death of a testator. What should [...]

By |2019-02-27T13:37:36-05:00February 27th, 2019|Estate Planning, Personal Finance|Comments Off on An Executor Checklist
Read More

When a Family Member Dies

When a Family Member Dies A financial checklist for the most difficult of times.  The passing of a loved one irrevocably alters family life. After a death, there is so much to attend to; it is better to do it sooner rather than later. Here, then, is a list of what commonly needs to be looked after. Request copies of the death certificate. Depending on where you live, you have two or three places to turn to for this document. [...]

By |2019-02-15T12:52:13-05:00February 12th, 2019|Estate Planning, Financial Fitness|Comments Off on When a Family Member Dies
Read More

Photo Credit

Thank you to Salmon Falls Photography in Plymouth for use of their lovely photo in our header!

logo

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.

Cambridge’s Form CRS (Customer Relationship Summary)
Go to Top