Successfully Managing a Financial Windfall

Financial windfalls come in varying ways, often unexpected or suddenly.  Whether an inheritance, company stock profits or sale, insurance settlement, or lottery winnings…. the unexpected pile of cash can create an initial sense of euphoria and a false sense of...

Don’t Leave 401K Matching On the Table

We encourage clients to max out workplace retirement accounts when possible (401k limit is $18,000 annually, or $24,000 age 50+).  At a minimum, contribute as much as your employer will match; its free money! The employer matching is often structured as $.50 cents for...

Spend Your Time

Time is one of our greatest assets, yet it often seemingly passes through our lives without much thought or appreciation. One aspect of this is how little time we spend planning for our futures.  Americans on average spend more time buying a flat screen TV than...

Why We Love Robo-Advisors

One of the largest trends in investment advice is coming from an increasing number of online robo-advisors.  While services vary, the main service offering is an easy access investment plan and in some cases, basic financial planning advice.  We certainly appreciate...

Client Case Study

This is a client case study to help demonstrate how Lighthouse Financial Advisors serve you! CLIENTS: John & Sue are in the middle of their careers with two pre-teen kids. They have never made as much money as they do now, but they are unsure where it all goes and...