Below you'll find a list of all posts that have been categorized as “Blog”
Q2: The Strategic Checkpoint The second quarter of the year is an important strategic checkpoint in the annual cycle, and it is important to keep an eye on the past as you review the quarterly performance of your financial portfolio against your annual financial goals. Today, we’ll go over some tips for “spring cleaning” your finances and how to attack …
Financial Planning and Marriage You may have heard the old adage: Financial compatibility is a key predictor of marital stability. For newly married couples just starting out, many things can seem daunting in the background of excitement over your new life together. The best way to achieve long-term financial security is to start early and start small, setting expectations for …
Is your child going off to college soon? Do you feel overwhelmed? If so, now is the perfect time to start researching financial aid options and planning ahead for education expenses.
Today at First Light Financial LLC, we’ll take a look at practical, year-round tax moves that can help lower your tax bill and ensure that you feel more confident going into the next tax season.
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. The information has been obtained from sources considered to be reliable. This information is not intended to be a substitute for individualized legal or tax advice. Please consult your legal or tax advisor regarding your specific situation. First Light …
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. The information has been obtained from sources considered to be reliable. This information is not intended to be a substitute for individualized legal or tax advice. Please consult your legal or tax advisor regarding your specific situation. First Light …
*The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk including loss of principal. No strategy assures success or protects against loss. Editor’s Note: This article is the final installment in a 3 part series about saving for retirement. We hope you …
Editor’s Note: This article is part 2 in a 3 part series about saving for retirement. Read part 1 here. Preparing for Retirement in Your 40s You’ve opened the IRA. You’ve prioritized paying down your debt. What’s next? Last month, we talked about starting to save for retirement and how it’s never as far away as it seems. In this …
Editor’s Note: This article is part 1 in a 3-part series about saving for retirement. We hope you find it useful; be on the lookout for upcoming articles in May and June! Retirement: It’s Not That Scary! Does retirement feel like a hazy future concept that you might not even get to, even if you work really hard? For most …
