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

financial planner plymouth ma

Taking Charge of Your Financial Life

Taking Charge of Your Financial Life Delegating responsibilities to others may lead to problems down the road.  When you are putting together a household, it isn’t unusual to delegate responsibilities. One spouse or partner may take on the laundry, while another takes on the shopping. You might also decide which one of you vacuums and which one of you dusts. This is a perfectly fine way to divvy up household tasks and chores. One household task it’s valuable for both [...]

By |2019-06-24T11:45:30-04:00June 24th, 2019|Financial Fitness, Personal Finance|Comments Off on Taking Charge of Your Financial Life
Read More

Three Key Questions to Answer Before Taking Social Security

Three Key Questions to Answer Before Taking Social Security When to start? Should I continue to work? How can I maximize my benefit?   Social Security will be a critical component of your financial strategy in retirement, so before you begin taking it, you should consider three important questions. The answers may affect whether you make the most of this retirement income source. When to Start? The Social Security Administration gives citizens a choice on when they decide to start [...]

By |2019-06-24T11:33:37-04:00June 6th, 2019|Personal Finance, Social Sercurity Planning|Comments Off on Three Key Questions to Answer Before Taking Social Security
Read More

Insurance When You’re Young and Single

Insurance When You’re Young and Single Coverage can be a great comfort, even in youth.   The transition to adulthood is an exciting new stage that marks true independence. You may have graduated from college, taken your first job, and even, rented your first apartment. With this new freedom comes real responsibilities, including protecting yourself from the financial risks that life presents. Auto. Once you are no longer covered on your parents’ policy, you will need to find insurance coverage [...]

By |2019-05-24T10:34:51-04:00May 23rd, 2019|Financial Fitness|Comments Off on Insurance When You’re Young and Single
Read More

The Shred Party: What to Get Rid of and What to Keep?

The Shred Party What should you get rid of and hold on to? When and why?  If a shred party happens to spring up in your area, you may want to mark your calendar. For many years, shred parties, where a business or organization hosts clients or the public to the use of giant paper shredders, have presented a fun and easy way for folks to rid themselves of paper clutter. Sometimes, it’s more than just paper, as some industrial-sized [...]

By |2019-05-14T14:03:32-04:00May 9th, 2019|Financial Fitness|Comments Off on The Shred Party: What to Get Rid of and What to Keep?
Read More

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

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