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Understanding Minimum & Contribution Limits : 401k & IRAs
Retirement planning can seem complex, but understanding the contribution limits for 401(k)s and IRAs is essential. These limits help you...
Earnings Season Kicks Off
Stocks rallied hard today in the wake of an inflation report as well a couple of earnings announcements. I’ll address...
Stocks & Bonds Start The Year Lower
Major stock market indices fell today (Dow -696 pts; SPX -1.5%; Nasdaq -1.6%) and are broadly lower in the new...
Wealth Management & Tax Preparation: Managing Your Finances During Tax Season
Tax season is a time of the year that many people dread. The endless forms, calculations, and deadlines can be...
Why Working With a Professional Can Help With Your Tax Prep
Tax preparation is a necessary and often daunting task, and with constantly changing tax laws and regulations, it can be...
The Role of Family Meetings in Wealth Management and Legacy Planning
Managing wealth and planning for the future is not just about numbers and investments; it also involves open communication and...
Understanding the Importance of Financial Planning
Financial planning is an essential aspect of managing finances, and it becomes even more crucial when it comes to future...
Mike’s Market Review Video – 2024 Year-End Update
Mike's Market Review Video - 2024 Year-End Update https://youtu.be/nwFzJL_ociA
2024 Was Great, So Now What?
Looking back over the past year, we’re gratified by all that has been accomplished. In the brilliant success of the...
How To Protect Yourself From Phishing Scams
https://youtu.be/pmClv_1xjic How To Protect Yourself From Phishing Scams
Choosing the Right Financial Planner For Your Retirement
Retirement planning is a pivotal aspect of ensuring financial security in your golden years. With myriad options available, finding the...
Navigating the Rules of Inherited IRAs: Key Considerations for Beneficiaries
Inheriting an IRA can present unique opportunities and challenges. At Lighthouse Financial, we believe that understanding the rules surrounding inherited...
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