Entries by Lighthouse Financial Advisors

Ruth

Ruth’s love of bird watching has taken her across the country and around the world to such places as, Arizona, Minnesota, Grand Manan Island in Canada, Prague and many other states including of course her home state of New Jersey. In 2010 Ruth took birding trips to Florida, Arkansas, Yellowstone National Park, where she had […]

Jane

This story is about our of our most adventurous clients, Jane . Many of you may have seen some of Jane’s beautiful photographs, from her various trips, that decorate our office. Since retiring, Jane has been fortunate enough to travel to such far flung places as China, Egypt & Jordan, Hawaii, the Galapagos Islands, Greece, […]

How Your Home Can Help You Save on Taxes

We are honored to share another article with you in which Robert Walsh is quoted.  This can be found on the website for: My Nationwide– House & Home http://www.mynationwidemagazine.com/how-your-home-can-help-you-save-taxes  “How Your Home Can Help You Save on Taxes” –Speak with your tax preparer to find out which of these changes are best for you.  

Flex Spending Account Tips

Please follow the link below to read an article written by Anya Martin of MarketWatch (column found in the Wall Street Journal), where our “infamous” Robert Walsh is quoted. http://www.marketwatch.com/story/11-tips-to-empty-your-flex-spending-account-2011-12-20?siteid=nbkh  

Follow up from Client story 10/17/11

My name is Allegra Panetto, and I am a Peace Corps volunteer serving in Malawi, Africa. I am living at a Catholic health center in rural Malawi, and am hoping to raise funds to light the rest of the health center with solar electricity, a renewable and self-sustaining energy source in the hot climate. The Peace […]

Received from a Client…….

Christmas/Hanukkah  2011 — Birth of a New Tradition As the holidays approach, the giant foreign factories are kicking into high gear to provide Americans with monstrous piles of cheaply produced goods –merchandise that has been produced at the expense of American labor. This year can be different. This year Americans will give the gift of […]

Allegra

This story is about Allegra, daughter of clients Tanya & Frederick. A few months ago Allegra joined the Peace Corps and is currently living and helping in Malawi, Africa. Allegra’s strength, courage and adventurous spirit is an inspiration to us. Please follow the link below to Allegra’s personal blog to read about her experiences. Please […]

Newsletters & Articles

PDF’s & Newsletters Here you can view our latest newsletters. Click to download and view. 2011 Financial Focus Newsletters PDF – Winter 2011 PDF – Fall 2011 PDF – Summer 2011 PDF – Spring 2011 2010 Financial Focus Newsletters PDF – Winter 2010 PDF – Summer 2010 PDF – Spring 2010 2009 Financial Focus Newsletters […]

8th Annual Client Appreciate Day

We held our 8th Annual Lighthouse Financial Advisors’ Client Appreciation Day at Monmouth Park Racetrack this past Sunday (Sept. 11th). We would like to take this opportunity to thank everyone who joined us. The day was a great success and we enjoyed spending the day with those who were able to attend. If you couldn’t […]

National Lighthouse Day – August 7th

National Lighthouse Day honors and commemorates the beacon of light that symbolizes safety and security for boats at sea. We are thankful for the guidance offered by all Lighthouses to help us find our way safely through storms, fog, and rocky shores leading us safely to our home port. We hope the clients and friends […]

Contact

Lighthouse Financial Advisors

3 Harding Rd Suite B
Red Bank, NJ 07701

P: 732.747.6697
F: 800.886.0302
info@lfadvisors.com

Contact Us

Disclosures

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

Recent Posts

Housing Decisions in a Changing Financial Environment

The Importance of Tax Planning Now vs April 2027 – 2026 New 401k Rules

The Rigamarole of Staying Organized for Tax Season

Why Account Consolidation Matters More Than You Think

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