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.
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Helpful Content
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
The Many Ways to Measure Inflation
Different inflation indexes may tell different stories. Here's what that could mean for you.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Prescription Drug Benefits Under Medicare (Part D)
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
Why Medicare Should Be Part of Your Retirement Strategy
How Medicare can address health care needs in your retirement strategy.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
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What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
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Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Saving for College 101
Here's a crash course on saving for college.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
The Other Sure Thing
A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.