Entries by Lighthouse Financial Advisors

10 Things That Can Help Prepare for Retirement

 Financial security in retirement doesn’t just happen. It takes planning, commitment and, yes, money. FACTS: Only 40 percent of Americans have calculated how much they need to save for retirement. 30 percent of private industry workers with access to a defined contribution plan (such as a 401(k) plan) does not participate. The average American spends […]

Getting Where You Want to Go

When you know what you want in life and you strive to reach it, you can accomplish almost anything.  It’s easy to dream big and create goals, but how do you go about accomplishing those goals?  Below are a few steps to follow to keep you on your path: Write down all of your goals […]

Why Should We Continue to Invest Globally?

As US equities have outperformed non-US stocks over the last several years, some investors may question the role that global diversification plays in their portfolios.  It is very easy to get caught up in the market swings during this unprecedented time, along with the outperformance of the largest U.S. companies. For the five-year period ending […]

Where Do You Want to Go?

Right now, due to quarantine, we are stuck in our homes and it sometimes feels as though it will never end. But there will be life after quarantine is over, and there is no better time to prepare for it than now. If you could go anywhere or do anything, what would it be? What […]

COVID-19 and Market Thoughts

We are living through an unprecedented event. Schools, businesses, and parks are closed. People are stuck in their homes and are unable to visit friends and family. Children are being taught in virtual classrooms. Life itself and every aspect of life is challenged. This situation, just like the Covid-19 virus, is unique…however we can look […]

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Lighthouse Financial Advisors

3 Harding Rd Suite B
Red Bank, NJ 07701

P: 732.747.6697
F: 800.886.0302
info@lfadvisors.com

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Disclosures

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

Recent Posts

Six Months Down, Six to Go. Is Your Plan Still on Track? Thoughts To Keep In Mind

Sunscreen, Swimsuits… and Savings? Ditching The Spending Guilt On The Things You Enjoy

Your Estate Plan: A Living Part of Your Financial Picture

Why an IRS IP PIN is Important for Your Tax Security

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