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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...
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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...
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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...
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Mike’s Market Review Video – May 2025

Mike's Market Review Video - May 2025 https://youtu.be/qJIXL8Xuh8g
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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...
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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...
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Moving Cautiously Forward

Moving Cautiously Forward   US stock market averages have enjoyed a sort of tentative recovery phase since washing out earlier...
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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...
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Ideologue Vs. Pragmatist

Stocks surged in early trading this morning, but quickly gave way and are now about flat. Following a few really...
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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...
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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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