This author has not written his bio yet.
But we are proud to say that admin contributed 40 entries already.
We wanted to share additional information that would be useful to our clients who have been affected by Hurricane Sandy: The IRS on Friday announced that it will allow taxpayers who have been adversely affected by Hurricane Sandy to take hardship distributions or loans from their retirement plans (Announcement 2012-44). To qualify under the announcement, […]
As most of us in the tri state area returning to “normalcy” two weeks after Hurricane Sandy wreaked havoc throughout the east coast, many of you may now be contemplating the personal financial impact of the storm. The information below from MoneyMattersNJ.com should help to answer some of your basic questions. We of course encourage […]
At Lighthouse Financial Advisors, Inc. we feel that this is directly in line with our values and business model. Each of these 7 items are always on our minds! Our continued growth due to client referrals is much appreciated and leads us to believe that we are doing a good job recognizing what YOU, our […]
2012 Fall Financial Focus
Barbara started working with us 3 years ago. She initially came to Lighthouse Financial Advisors, Inc. to have her tax returns prepared professionally. It was the first year in which she started to earn a significant income. During that year she had relocated to change jobs; the new job was the result of using a […]
2012 Summer Financial Focus
2012 Spring Financial Focus
2011-2012 Winter Financial Focus
2011 Fall Financial Focus 2011 Summer Financial Focus 2011 Spring Financial Focus 2010-11 Winter Financial Focus
Don & Michele have been clients of Bob Walsh’s for over 15 years. The couple met in 1995 while both living in Hoboken, NJ and working in NYC, and married in 1999. Don has worked for Bloomberg, LP since he graduated UVM in 1993. He began his career as a sales representative for the company’s […]