Entries by Lighthouse Financial Advisors

Keep It Simple

KISS (Keep it Simple Stupid), was the motto my high school basketball coach used to preach to us every practice.  Don’t try to force your passes; don’t do anything crazy when dribbling the ball; just stick to the basics and let the plays develop until you have the open shot.  Working at Lighthouse Financial Advisors […]

DFA Continues Cutting Edge Academic Research

One of the main reasons we have chosen to utilize DFA (Dimensional Fund Advisors) as our primary investment/mutual fund strategy is their scientific approach based on ongoing academic research.  Below is an excerpt of their newest “dimension” of investing.  We look forward to discussing how this new layer of investment strategy works in our client […]

Charitable Contributions

We are more than halfway through the year but it’s not too late to start finding ways that can help lower your 2013 tax bill.  Donations to charity are a tax deductible expense.  These donations can reduce your taxable income and lower your tax bill, while helping others in the process. Taxpayers are required to […]

Tackling Student Loans

Over the past 20 years, the annual cost of a college education has risen by 130 percent, according to the College Board.  With that said, Americans have racked up around $1 trillion in education debt from both federal and private student and parent loans.  Preparing for repayment of school loans may not take immediate priority […]

Gratitude Through My Personal Storm

As many of you are already aware, I had been out of the office due to the sudden illness and passing of my mother in December.  After the emotional struggle of losing a loved one, I was once again sidelined with back pain and subsequent surgery which helped immensely, but is an ongoing challenge. I […]

Important Steps for FHA Homebuyers

Purchasing a home is one of life’s major landmarks for some;  it is even a dream come true for others.  FHA loans are designed for low to moderate income borrowers who are unable to make a large down payment. FHA loans allow the borrower to borrow up to 97% of the value of the home. […]

2012 Income Tax Deadlines

With another year in the books and the first month of the New Year quickly coming to an end, we would like to share important dates:   January 2013: All employers, businesses, banks and other financial institutions begin preparing the numerous tax documents to be mailed out to us individuals.   January 30, 2013: The […]

Building the Foundation

Having recently started my career at Lighthouse Financial Advisors, I am working to obtain every bit of knowledge I can from Robert and the LFA team. I am very fortunate to have this opportunity and aspire to receive my CFP accreditation in the near future.  It is important to me to not only “learn from […]

Post-Storm Cost May Force Many From Coast Life

As many of us continue to cope with the aftermath of Hurricane Sandy, this NY Times article (http://www.nytimes.com/2012/11/29/nyregion/cost-of-coastal-living-to-climb-under-new-flood-rules.html?pagewanted=1&_r=1&ref=todayspaper&) examines the costs that could force many from coastal life. It was estimated the fewer than 30% of NY homes affected had flood insurance. FEMA states that homeowners in storm-damaged coastal areas who had flood insurance — […]

The Inadequacy of Our National Savings

I found the article below intriguing.  It helps explain specific issues Americans face, while preparing for retirement.  It was written by John C. Bogle, the founder and retired CEO of The Vanguard Group; also known for his famous book Common Sense on Mutual Funds: New Imperatives for the Intelligent Investor.  In this article John goes […]

Contact

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

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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