Lighthouse Financial Advisors, Author at NJ Financial Consultants | Lighthouse Financial Advisors, Inc.

About Lighthouse Financial Advisors

This author has not written his bio yet.
But we are proud to say that Lighthouse Financial Advisors contributed 69 entries already.

Entries by Lighthouse Financial Advisors

Blog

Fiduciary Since Day One!!

Recently, both the CFP® Board and the Securities and Exchange Commission have set higher standards of care & transparency when dealing with clients. While both are welcome developments, they are still catching up to our pledge to uphold a fiduciary duty to our clients since Lighthouse Financial Advisors was founded in 1999! A fiduciary duty […]

August 6, 2019/by Lighthouse Financial Advisors

Blog

The Next Recession and What We Can Learn from the Tour de France

For the second year in a row I am a daily listener to Lance Armstrong’s podcast covering the 2018 Tour de France. As a race, the Tour’s terrain is always full of variety: flat stages, mountainous stages, and even stages with miles of cobblestones. As someone who has experienced the trials and tribulations of le […]

July 19, 2018/by Lighthouse Financial Advisors

Blog

The Future Isn’t Here Yet, but It’s Closer

We are excited to share page 2 of the NEW Code of Ethics and Standards of Conduct from the CFP Board – Effective October 1, 2019. Being a CERTIFIED FINANCIAL PLANNER™ holds us to these high standards of Ethics and Conduct. Here at LFA, we have always held ourselves to a stricter code and now others […]

May 2, 2018/by Lighthouse Financial Advisors

Blog

Only 4 Things You Can Do With Your Money

During my years at Lighthouse Financial Advisors, I’ve learned (and from only the BEST), that there are actually only “4 Things You Can Do With Your Money”: Taxes – not a choice, we MUST pay our taxes! Tax planning is critical throughout the year with our clients. Being aware of your current tax situation allows […]

February 5, 2018/by Lighthouse Financial Advisors

Blog

Children’s Impact Under Tax Reform

Children’s Impact Under Tax Reform With the recent overhaul of the US tax system, it comes as no surprise that many are still trying to decipher how they are impacted by the changes. While media pundits have been quick to highlight the most dramatic changes (i.e. mortgage interest limitations, state tax deduction limits, lowered corporate […]

January 17, 2018/by Lighthouse Financial Advisors

Blog

All 529s Are Not Created Equal

[et_pb_section admin_label=”section”] [et_pb_row admin_label=”row”] [et_pb_column type=”4_4″] [et_pb_text admin_label=”Text”] 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 […]

October 31, 2017/by Lighthouse Financial Advisors

Blog

Buy one bottle of wine now – Or buy seven bottles when you’re 65?!

I find myself having more and more general financial literacy conversations with people as word gets out about my obsession with the Fee-Only-Fiduciary Financial Planning world. Based off a recent conversation, I was inspired to write this post. For those reading, the younger you are – the better this may serve you. Two good concepts […]

October 20, 2017/by Lighthouse Financial Advisors

Blog

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 and maybe fixed income funds so you are prepared for any sudden life […]

August 31, 2017/by Lighthouse Financial Advisors

Blog

Successfully Managing a Financial Windfall

Financial windfalls come in varying ways, often unexpected or suddenly. Whether an inheritance, company stock profits or sale, insurance settlement, or lottery winnings…. the unexpected pile of cash can create an initial sense of euphoria and a false sense of security. The vast majority of people blow through a financial windfall fairly quickly. Whether large […]

June 30, 2017/by Lighthouse Financial Advisors

Blog

Cyber Fraud

Threats to Data Security Intensify every hour, technology continues to evolve, changing the way we lead our lives. Unfortunately, cyber criminals are evolving just as fast, developing new ways to separate people from their assets. While the most common tactics used to compromise a victim’s identity or login credentials are long-time nemeses such as malware, […]

June 8, 2017/by Lighthouse Financial Advisors

Contact