Understanding Today’s Financial Environment
At Northright Financial, we work for you. Our team is comprised of five, independent financial advisors, who have chosen to do business with a collaborative approach. We believe that this is the best way to serve our clients’ personal interests. As independent financial advisors, we are able to focus on your needs- first and foremost. We take as much time as possible to get to know you personally- your wishes, your dreams, and your goals. Our collaborative approach allows our team to offer you additional, specialized resources to help you reach your financial goals and address any situation life brings your way. Whether we are helping young families develop sound financial principles to begin building their future, assisting clients with investment discipline and long-term focus during volatile market periods, or preparing clients for retirement with realistic expectations, independence and comfort, we are committed to serving the multi-generational requests of your family.Contact Us
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Second marriages are a trigger event to revisit any existing estate strategies.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Regardless of how you approach retirement, there are some things about it that might surprise you.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
It's easy to let investments accumulate like old receipts in a junk drawer.
There are a few things to consider when buying or leasing your next vehicle.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
When should you take your Social Security benefit?
All about how missing the best market days (or the worst!) might affect your portfolio.