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Spending vs. Saving: How to Stay Focused on Your Retirement Goals Year-Round
Often, the path to retirement feels unclear, making it difficult to make purposeful financial choices. At Lighthouse Financial Services, our...
Understanding the Risks of Early Withdrawal from Retirement Accounts
When it comes to retirement savings, many individuals face unforeseen circumstances that may prompt them to consider early withdrawals from...
Four Asset Protection Strategies You Should Know
Protecting your hard-earned wealth is just as important as building it. Whether you’re preparing for retirement, managing investments, or simply...
Mike’s Market Review Video – May 2025
Mike's Market Review Video - May 2025 https://youtu.be/qJIXL8Xuh8g
Market Volatility and the Importance of Having a Financial Advisor
Market fluctuations are part of investing, but that doesn’t make them easy to navigate alone. When the economy shifts, emotions...
Debunking Common Financial Planning Myths
When it comes to personal financial planning, misinformation can do more harm than inaction. At Lighthouse Financial, we’re here to...
How to Prepare for Retirement in Your 50s
Your 50s are a pivotal time to take control of your financial future. Retirement may be on the horizon, but...
Moving Cautiously Forward
Moving Cautiously Forward US stock market averages have enjoyed a sort of tentative recovery phase since washing out earlier...
Playing Poker with Mr. Trump
The last 24 hours have been insane by any capital markets measure. This started a couple of days ago when...
Ideologue Vs. Pragmatist
Stocks surged in early trading this morning, but quickly gave way and are now about flat. Following a few really...
President Trump’s Liberation Day
Stocks tumbled in the wake of President Trump’s “Liberation Day” trade policy announcement on Wednesday. Since then, the Dow is...
The Differences of a Professional Estate Planner Versus an App
At Lighthouse Financial in Brea, California, we understand that the complexities of estate planning require careful thought and attention to...
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