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Hurricane Sandy victims can take hardship distributions, loans from retirement plans

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, […]

November 20, 2012/0 Comments/by admin

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Are You Eligible for a Tax Break from Superstorm Sandy?

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 […]

November 13, 2012/0 Comments/by admin

Blog

7 Things Clients Are Looking For

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 […]

October 5, 2012/1 Comment/by admin

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2012 Fall Financial Focus Newsletter

2012 Fall Financial Focus

September 17, 2012/0 Comments/by admin

Client Stories

Barbara

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 […]

September 14, 2012/0 Comments/by admin

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2012 Summer Financial Focus Newsletter

2012 Summer Financial Focus

September 9, 2012/0 Comments/by admin

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2012 Spring Financial Focus Newsletter

2012 Spring Financial Focus

September 9, 2012/0 Comments/by admin

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2011-12 Winter Financial Focus Newsletter

2011-2012 Winter Financial Focus

September 9, 2012/0 Comments/by admin

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2011 Financial Focus Newsletter Download Archive

2011 Fall Financial Focus 2011 Summer Financial Focus 2011 Spring Financial Focus 2010-11 Winter Financial Focus

September 9, 2012/0 Comments/by admin

Client Stories

Don and Michele

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 […]

September 9, 2012/0 Comments/by admin

Contact

Lighthouse Financial Advisors

3 Harding Rd Suite B
Red Bank, NJ 07701

P: 732.747.6697
F: 800.886.0302
info@lfadvisors.com

Disclosures

Client Relationship Summary – Form CRS
Firm Brochure – Form ADV 2A

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About admin

Entries by admin

Hurricane Sandy victims can take hardship distributions, loans from retirement plans

Are You Eligible for a Tax Break from Superstorm Sandy?

7 Things Clients Are Looking For

2012 Fall Financial Focus Newsletter

Barbara

2012 Summer Financial Focus Newsletter

2012 Spring Financial Focus Newsletter

2011-12 Winter Financial Focus Newsletter

2011 Financial Focus Newsletter Download Archive

Don and Michele

Lighthouse Financial Advisors

Maximizing Retirement Savings: Catch-Up Contribution Opportunities in 2025

Protecting Your Assets: The Role of Insurance in a Comprehensive Financial Plan

Financial Resolutions for 2025: Start Strong, Stay Steady

Election Market, Open Enrollment & TCJA Sunset On The Horizon