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Understanding RMDs: Why You Should Take Your Required Minimum Distribution Before December 31st

As the calendar year winds down, retirees must pay attention to their Required Minimum Distributions (RMDs). At Lighthouse Financial, we...
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Why a Portfolio Review with Your Financial Planner is Essential for Investment Success

At Lighthouse Financial, we understand that navigating the world of investments can be challenging. Regular portfolio reviews with our experienced...
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Four Tips for Transitioning into Retirement

Transitioning into retirement is an exciting milestone, but it also necessitates careful planning to secure your financial future. At Lighthouse...
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Is The Trump Rally Over?

The big debate on Wall Street this week is whether the Trump rally is played out. From November 4th through...
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Election Day Reality Check

Stocks closed sharply higher today despite much election hand-wringing in the media. The Dow, S&P 500 and Nasdaq all closed...
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When Do I Need a Financial Planner?

We often encounter clients who wonder when the right time is to engage a financial planner. The decision to seek...
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Is It Worth Paying Someone To Do Your Taxes?

When it comes to tax preparation, many people often wonder whether hiring a professional is worth the investment. The answer...
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What Can a Wealth Manager Do for Me?

Navigating the complexities of personal finance can be overwhelming, which is where a wealth manager comes into play. At Lighthouse...
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Earnings Season Helping To Refocusing Investors

Earnings season is under way, with the big banks batting lead-off. JP Morgan Chase (JPM) reported slightly positive revenue and...
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Java With Jayce – October 2024

Java With Jayce - October 2024 https://youtu.be/DgXlxd2Qrm8
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Stocks Grinding Higher in October

Stocks gapped down at the open, but quickly recovered. The Dow is currently down 80 points and the S&P 500...
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Summer Slowdown Was A Headfake

Stocks opened higher this morning in reaction to a better than expected jobs report. Currently, the Dow is up 160...
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