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

Personal Finance

Why Having a Financial Professional Matters

Why Having a Financial Professional Matters A good professional provides important guidance and insight through the years.  What kind of role can a financial professional play for an investor? The answer: a very important one. While the value of such a relationship is hard to quantify, the intangible benefits may be significant and long lasting. A good financial professional can help an investor interpret today’s financial climate, determine objectives, and assess progress toward those goals. Alone, an investor may be [...]

By |2018-07-09T14:34:58-04:00July 5th, 2018|Investing, Personal Finance|Comments Off on Why Having a Financial Professional Matters
Read More

Managing Student Loan Debt

Managing Student Loan Debt  A review of some options for federal and private loans.  Are you dealing with student loan debt? Have you explored ways to try and restructure it or have it forgiven? No one wants to carry five figures of education debt into middle age or retirement, but some do. The burden is not just financial. Last fall, the Madison Capital Times asked student loan borrowers in the state of Wisconsin how they felt about their education debt. [...]

By |2018-06-08T11:45:54-04:00June 8th, 2018|Personal Finance|Comments Off on Managing Student Loan Debt
Read More

Why You Should Have an Online Social Security Account

Why You Should Have an Online Social Security Account In monitoring your Social Security profile, you may help to thwart fraud.   Could your personal information soon be stolen? The possibility cannot be dismissed. Sensitive financial and medical data pertaining to your life may not be as safe as you think, and thieves may turn to a vast resource to try and mine it – the Social Security Administration. Consider three facts, which in combination seem especially troubling. One, Social [...]

By |2018-06-08T11:47:42-04:00May 31st, 2018|Personal Finance, Social Sercurity Planning|Comments Off on Why You Should Have an Online Social Security Account
Read More

Will Giving Decline?

Will Giving Decline? The loss of the charitable tax deduction could hurt non-profits.  Charities are wondering if they will lose out on millions this year. The federal tax deduction for charitable contributions has disappeared because of the recent tax reforms. The standard federal income tax deduction is now $12,000 – make that $24,000 for a married couple filing jointly. (The amounts rise to $13,600 for a single taxpayer 65 or older and $26,600 for joint filers 65 and older.) With [...]

By |2018-04-16T09:33:16-04:00April 16th, 2018|Charitable Giving, Personal Finance|Comments Off on Will Giving Decline?
Read More

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 |2018-04-16T09:27:10-04:00April 5th, 2018|Personal Finance, Retirement, Savings and Investing|Comments Off on Retirement Plans for Individuals & Business
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