Valid Until December 31st

As I’m sure you’re well aware, major tax reform is due to pass soon. In preparation for this we’ve been busy diving deep into the new tax code to try and take advantage of any opportunities for taxes savings that we can. Depending on your tax status (i.e. whether or...

All 529s Are Not Created Equal

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...

“Power of Attorney for College Students”

The time preparing for and the first few weeks of your son or daughter heading offing to college are usually filled with excitement, planning, paperwork, shopping, and adjustments.  One often overlooked important task is asking him or her to sign a durable power of...

Mortgage Dilemma: Should I Pay Down Principal?

How many have found themselves in this situation? You have a mortgage, you’re looking at your savings account, you see a sizeable sum. From working with a fiduciary financial advisor you already have an emergency fund comprised of high-yield savings accounts, bonds...

Ideas On How to Save While at College

As September approaches and students begin to prepare for the fall semester, we feel this is an excellent opportunity to share ways that they can be smarter with their everyday expenses.  With limited resources, college students can benefit immensely by learning to...