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A Financial Advisor can help you to navigate your financial waters. Meeting with a Financial Advisor is an important opportunity to discuss your financial goals, any changes that may occur and when ready, prepare for retirement. Listed below are some helpful tips on how to prepare for a meeting with a Financial Advisor. Write down […]
One of the largest trends in investment advice is coming from an increasing number of online robo-advisors. While services vary, the main service offering is an easy access investment plan and in some cases, basic financial planning advice. We certainly appreciate their fee transparency (you should always know exactly what you pay for a service!) […]
Doing your own taxes is frustrating: finding the forms, deciphering the instructions, finding your paperwork, doing the math, figuring out what needs to be attached, worrying about a tax audit. What you may not realize is that doing your own taxes also costs you money. It costs you money because you don’t know all the […]
We at Lighthouse Financial Advisors believe in investing strategically in Dimensional Fund Advisors (DFA) mutual funds because of their unique approach of translating financial science into practical investment solutions for clients. We invest in Dimensional to build portfolios along the dimensions of expected returns that can be pursued in a cost-effective manner. Their dynamic, market-driven […]
Many prospective clients we talk to already have someone they consider a financial advisor or close too. Your guy could be an accountant that only prepares your taxes, but does little tax planning. Or an insurance/annuity salesman where seemingly every problem can be fixed with complicated annuities or costly whole-life insurance. All too […]
7 Steps to Success 1: Gratitude and appreciation. Believe it or not, gratitude is the closest thing to a ‘magic pill’ you can take. (Use a daily gratitude Journal. During your next meeting, ask us about our 21 days of Gratitude we recently complete here at LFA.) 2: Add value to the world and […]
Partnering with a Certified Financial Planner® who is also a Tax Professional (CPA or Enrolled Agent) can offer significant value and time savings. There’s a close relationship between financial planning and taxes, but non tax professional advisors are not permitted to offer tax advice and are encouraged to partner with CPA’s to ensure proper tax planning […]
We have had the unfortunate honor of working with many widows – both young and old, breadwinners and stay-at-home mothers. Whether there’s any warning or not, the death of a spouse is a tragic loss, but you can help your loved ones by making sure these basics are covered: Life Insurance: If others are financially […]
Where did the year go? Good thing there is one month left to take full advantage of all the tax deductions available for you. One thing I’ve seen during the past two tax seasons at Lighthouse Financial Advisors (LFA) is how clients benefit when everything they need for taxes is organized and complete before the […]
The relationship between your financial health and physical health are interwoven and very similar. With both, if you feel scarcity, the more time spent ruminating about it. When your health fails, it can be all consuming. Having trouble financially, the mental energy committed to it can be draining. Choices you make today have a huge […]