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

Personal Finance

Tell Your Beneficiaries About Your Accounts and Policies

Tell Your Beneficiaries About Your Accounts and Policies Let them know how they will receive retirement assets and insurance benefits.  Will your heirs receive a fair share of your wealth? Will your invested assets go where you want them to when you die? If you have a proper will or estate plan in place, you will likely answer “yes” to both of those questions. The beneficiary forms you filled out years ago for your IRA, your workplace retirement plan, and [...]

By |2017-03-28T08:17:15-04:00May 12th, 2016|Estate Planning, Financial Fitness, Personal Finance|Comments Off on Tell Your Beneficiaries About Your Accounts and Policies
Read More

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 the key for most families. Here are some college savings vehicles to consider.  529 plans. Offered by states and some educational institutions, these plans let you save up to $14,000 per year for your child’s college costs without having to file an IRS gift tax return. A married couple can [...]

By |2017-03-28T08:17:16-04:00April 8th, 2016|College Savings, Personal Finance, Savings and Investing|Comments Off on College Funding Options
Read More

Money Concerns for Those Remarrying

Money Concerns for Those Remarrying What financial factors deserve attention?  Some of us will marry again in retirement. How many of us will thoroughly understand the financial implications that may come with tying the knot later in life?                                               Many baby boomers and seniors will consider financial factors as they enter into marriage, but that consideration may be all [...]

By |2017-03-28T08:17:16-04:00March 30th, 2016|Financial Fitness, Personal Finance, Remarrying, Retirement|Comments Off on Money Concerns for Those Remarrying
Read More

Dollar Cost Averaging in a Down Market

Dollar Cost Averaging in a Down Market This investment technique may help you take advantage of the downturn.  Buying low and selling high is the oldest stock market adage. How does one put it into practice? Dollar cost averaging may give you a method to capture lower prices today and come out ahead tomorrow. How it works. Dollar cost averaging is a long-term investment strategy. It means investing in small increments. Through scheduled investments of as little as $50 or [...]

By |2017-03-28T08:17:16-04:00February 25th, 2016|Investing, Personal Finance, Savings and Investing|Comments Off on Dollar Cost Averaging in a Down Market
Read More

Why You Should Stay in Stocks in 2016

Why You Should Stay in Stocks in 2016 One bad trading day is not the year.   The stock market has wavered recently. A lackluster year just ended, and this year has started inauspiciously. You may be wondering ... should you really be invested in stocks right now?  Yes, you should be. In moments like these, investors should not panic and overreact to the headlines. Instead, they should take the long view of stock market investing. Impulsive selling now can lead an [...]

By |2017-03-28T08:17:17-04:00January 14th, 2016|Business/Economic News, Investing, Personal Finance, Stock Market|Comments Off on Why You Should Stay in Stocks in 2016
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