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
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
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.
Medicare Advantage Plans (Medicare Part C)
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
Understanding ETFs: Building Blocks of Modern Investing
Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
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Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
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
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The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
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.
What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.