Norton Financial Consultants

Norton Financial Consultants Norton Financial Consultants is an independent financial and wealth management firm providing fee b We are dedicated to guiding and sustaining that mission.

Building long-term relationships is our priority at Norton Financial Consultants. We start the journey by taking the time to listen to and to understand each of our clients personally. Together, we carefully chart a course to pursue financial success. We believe in using sound planning principles and prudent investment strategies. Since 1982, our clients have looked to us for financial direction.

The second 2024 deadline for making quarterly estimated tax payments is June 17. Missing these can trigger interest char...
06/24/2024

The second 2024 deadline for making quarterly estimated tax payments is June 17. Missing these can trigger interest charges from the IRS. Learn the rules for avoiding penalties and how to easily make estimated tax payments online or by mail: https://bit.ly/45wzk0m
Please don't hesitate to contact us if you have any questions: www.nortonfinancial.com

The second-quarter estimated tax deadline is June 17, and you could trigger a penalty if you don't send a payment, according to the IRS.

If you’re five years from retirement, or near that timeframe, it’s critical to make sure your savings plan is on track. ...
01/03/2024

If you’re five years from retirement, or near that timeframe, it’s critical to make sure your savings plan is on track. Learn why the last few years before you stop working are so important, and take a look at the handy checklist for your five-year plan: https://bit.ly/3TMtQKV

Please don't hesitate to contact us if you have any questions: www.nortonfinancial.com

Retirement can seem like a faraway goal until all of a sudden, it's not. When you only have a few years left until you retire, the financial decisions you make take on a new importance. Once you're inside the five-year window, that's a good time to review your plan to make sure you're on track. […...

Be careful not to misinterpret the “intelligence” part of artificial intelligence (AI) as guaranteed accuracy. A study s...
12/13/2023

Be careful not to misinterpret the “intelligence” part of artificial intelligence (AI) as guaranteed accuracy. A study shows that the free version of ChatGPT may provide wrong answers to drug-related questions. Learn how to avoid false medical information: https://bit.ly/3TdEJVR

Please don't hesitate to contact us if you have any questions: www.nortonfinancial.com

The study shows that patients and health-care workers should be cautious about relying on OpenAI's viral chatbot for drug information, the lead author said.

‘Tis the season for holiday shopping, but fraudsters likely have been planning their holiday scams for months. Even if y...
11/29/2023

‘Tis the season for holiday shopping, but fraudsters likely have been planning their holiday scams for months. Even if you think you’re scam-savvy, check out these warnings to protect yourself and your cash: https://bit.ly/3uGP4zc

Please don't hesitate to contact us if you have any questions: www.nortonfinancial.com

Scammers worked overtime to stock rip-offs this holiday season. Experts warn to be particularly wary of tempting offers and ads on social media.

Protecting your accounts and personal information is important all year round, but as we embark on the holiday season, c...
11/20/2023

Protecting your accounts and personal information is important all year round, but as we embark on the holiday season, credit card scams are top of mind. Check out these tips for protecting yourself from credit card theft: https://bit.ly/3QHGGqH

Please don't hesitate to contact us if you have any questions: www.nortonfinancial.com

Don't let a scammer get a hold of your credit card number. Here's how to keep your account secure.

While the majority of Americans over 65 are retired, there is a larger percentage than ever of older workers who are con...
11/01/2023

While the majority of Americans over 65 are retired, there is a larger percentage than ever of older workers who are continuing their careers. Find out why, and read the stories of a few seniors who are still enjoying their jobs: https://bit.ly/3MkygUR

Please don't hesitate to contact us if you have any questions. www.nortonfinancial.com

One 78-year-old says he loves his profession and can't imagine stepping back from his work. "I'll retire in a wooden box," he said.

If you’re looking to move funds from a traditional IRA to a Roth IRA without incurring tax penalties, a Roth conversion ...
10/16/2023

If you’re looking to move funds from a traditional IRA to a Roth IRA without incurring tax penalties, a Roth conversion ladder can help you do it. Here’s an explainer about the process: https://bit.ly/48NXTa8

Please don't hesitate to contact us if you have any questions. www.nortonfinancial.com

A Roth conversion ladder can be a smart strategy that allows you to move funds gradually from one account (traditional IRA) to another (Roth IRA) without triggering any tax penalties. This conversion takes place over several years, and is carefully planned out in advance. In simpler terms: A Roth co...

Are college application rates vs acceptance rates all smoke and mirrors? Read on about why the number of students who ac...
05/01/2023

Are college application rates vs acceptance rates all smoke and mirrors? Read on about why the number of students who actually choose to attend is more significant than the number of students accepted. https://bit.ly/3L4xSIv

Please don't hesitate to contact us if you have any questions: www.nortonfinancial.com

Some of it amounts to marketing.

Hoping to get your tax refund ASAP? To avoid a delay, be sure you file a complete return that includes all necessary for...
03/03/2023

Hoping to get your tax refund ASAP? To avoid a delay, be sure you file a complete return that includes all necessary forms. Click here for a list of when each form should have been received. (Hint: some might still arrive this month.): http://bit.ly/3ZztcQC

Please don't hesitate to contact us if you have any questions. www.nortonfinancial.com

It's important to get organized with tax forms before filing your return to avoid refund delays. Here's how to know which forms you need.

Thinking it will be too expensive to host a Superbowl party this weekend thanks to food inflation? Check out these ways ...
02/10/2023

Thinking it will be too expensive to host a Superbowl party this weekend thanks to food inflation? Check out these ways to save on your football fiesta. (Spoiler alert: the prices of some popular game day snacks have actually decreased!): http://bit.ly/40JYV2Y

Please don't hesitate to contact us if you have any questions. www.nortonfinancial.com

How to keep costs down and still have a great Super Bowl spread with expert advice from agricultural economists and food creators.

Timely and an interesting read - CIO Brad McMillan comments on the US Debt Ceiling
01/23/2023

Timely and an interesting read - CIO Brad McMillan comments on the US Debt Ceiling

The U.S. has hit the debt ceiling. What happens next? Commonwealth CIO Brad McMillan breaks down what it means for the economy, the market, and investors.

Consumers spent more this year on Black Friday and Cyber Monday than they did last year in spite of rising prices. But i...
12/02/2022

Consumers spent more this year on Black Friday and Cyber Monday than they did last year in spite of rising prices. But if you’re using a credit card for holiday gift purchases and planning to pay later, high interest rates could keep you in debt for a long time. Here’s how to keep your spending under control: http://bit.ly/3gJH8H9

Please don't hesitate to contact us if you have any questions. www.nortonfinancial.com

This year's holiday spending is setting new records, but it's not too late to avoid going into debt, experts say.

Address

165 Main Street, Suite 206-A
Medway, MA
02053

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+15084297000

Website

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