September is Life Insurance Awareness Month
Wrentham Rockets Softball Champions!!
The Wrentham (WYBSA) Rockets of the Major League Division are 2021 Champions!! The team is sponsored by NFS and coached by NFS President Jeff Schweitzer. Congratulations to the Wrentham Rockets who had an awesome regular season going 10-2-1 and finished strong with 2 more wins in the playoffs beating the Plainville Tigers in the semi-finals 9-6 and the Norfolk Jayhawks 12-2 in the championship game! Way to go girls and coaches 
Happy Thanksgiving from NFS!
From All of us here at
Northeast Financial Strategies, Inc.
WE GIVE THANKS…
… For Our Families
… For Our Friends
… Four Our Clients
… For Our Communitiy
… For You
HAPPY THANKSGIVING!
3 Steps to Getting Your Finances Organized
Papers stuffed in drawers. File cabinets in disarray. Stacks of newsletters and other paperwork lying around. Does this sound like your office or financial junk drawer?
Now is a great time to get organized. Here are three simple steps to help get your finances in order before the end of 2020.
STEP 1 |
Lay it All Out
Getting on track begins by examining what you have and then determining what you may need to consolidate. Begin by taking a look at something that is often overlooked: Your insurance. Do you need less insurance or more of it? It is critical to safeguard your family and your assets and think about how to protect your legacy. |
STEP 2 |
Examine the Darkest Corners
Many have taken a “set it and forget” approach to retirement savings. We have allowed 401(k) accounts from old jobs to linger. It is time to take a closer look and answer some important questions: Are you saving enough? Are you invested correctly? Are you assuming more risks than needed, or letting fear hinder your returns? It is time to update, consolidate and take action. |
STEP 3 |
Get Started and Ask for Help
Becoming organized may feel like a chore, but it is time well spent for you and your family. The hardest part is taking the first step, but it gets easier when we do it together. Call or email to get started. Who do you know that may benefit from a financial clean up? Feel free to forward this email to family members, friends or colleagues and we can all begin 2021 with a fresh financial start. |
Important Life Insurance Reminders to Consider
Over the last several months, COVID made clear the fragility of life and how uncertain financial stability can be. In recognition of Life Insurance Awareness month, here are some important reminders to consider.
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Are your beneficiaries updated? |
| Any life changes such as a marriage, divorce, or loss of a loved one may necessitate the need to adjust your beneficiaries. | |
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Did you know… insurance companies typically only offer a 30-day grace period if you’re late on a premium payment? |
| Unfortunately, if someone is going through a health challenge, their premium due dates may get away from them. Offering to track a loved one’s payment schedule may prove to be one of the most valuable things you can do for them and their family. | |
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Is your life insurance policy going to attract state or federal estate taxes? |
| Ownership and beneficiary designations should be reviewed for maximum tax efficiency. | |
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Does your current life insurance policy qualify for a long-term care rider? |
| Many newer, hybrid policies can offer benefits while living or upon death. | |
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Do you have a charitable cause that is important to you? |
| Existing or new life insurance policies can be a tremendous asset to leave to your favorite charities. | |
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If you are a business owner, have your business life insurance policies been reviewed? |
| Businesses are subject to various rules and regulations around corporate owned life insurance policies. If they haven’t been reviewed recently, life insurance awareness month may be a great time to request a review. | |
If any of the above situations have you wondering how you may be affected, please do not hesitate to reach out to the office for a consultation.
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Voted 2022 Local Businessperson of the Year in Wrentham by Alignable
Voted 2020-2021 Local Businessperson of the Year in Wrentham by Alignable
Voted Top 31 Insurance Agency in Providence RI Area
