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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...
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...
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...
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...
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...
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...
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...
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...
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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