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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

Taxable vs. Tax-Deferred Savings

Taxable vs. Tax-Deferred Savings

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

Estimate Your RMD

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

IRA Income

IRA Income

Estimate the potential monthly income your IRA balance could generate in retirement.

 

Will Power

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

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

The Average American Budget

Learn about the average American budget in this fun and interactive piece.

White Elephant Inheritance

This article deals with how one might deal with a burdensome inheritance.

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Annuity Comparison

Compare annuity options to see how each one could affect your long-term income outlook.

Debt-to-Income Ratio Calculator

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

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

Social Security Tax Estimator

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

College Savings

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

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

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Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Saving for College 101

Here's a crash course on saving for college.

Rightsizing for Retirement

What does your home really cost?

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Should You Invest in Exchange Traded Funds?

There are thousands of ETFs available. Should you invest in them?

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

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