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When Markets React Behavioral Finance Should You Tap Retirement Savings to Fund College? Should You Ever Retire?

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

Bi-Weekly Mortgage Payments

Bi-Weekly Mortgage Payments

See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

To Buy or Not to Buy

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

All Muni Bonds Are Not Created Equal

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

 

Impact Investing or Philanthropy

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

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Historical Inflation

See how the purchasing power of a dollar has changed over time due to inflation.

Debt-to-Income Ratio Calculator

Calculate your debt-to-income ratio to understand how lenders may view your financial health.

College Savings

See how much you may need to save now to cover future college costs for your child.

Roth 401(k) vs. Traditional 401(k)

Compare Roth and traditional 401(k) options to see which may work better for your situation.

Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

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Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

Retirement Plan Detectives

Watch this fun video for tips on how to search for missing money.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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