by Dennis | Oct 31, 2017 | Blog
At Lighthouse Financial Advisors, we strive to educate our clients that the location of their assets is often just as important as the funds they invest in – this rule is no exception when it comes to utilizing 529 plans. While most investment companies have faced an...
by Dennis | May 23, 2017 | Blog
In a recent Wall Street Journal article (linked HERE), Andrea Fuller recounts her experience of searching for the fees that she is paying for her financial advisor and investments – the advisor is an employee of one of the largest financial advisory companies. What...
