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But we are proud to say that Lighthouse Financial Advisors contributed 104 entries already.
Assuming congress fails to enact legislation that would further extend the 2001-2002 tax reductions, the 15% long-term capital gains rate will expire 12/31/2012. Of course, recent history suggests that no tax legislation will be forthcoming until late in the year at best. Let’s focus on what the scheduled increase in capital gains rates could mean to you… Taxpayers […]
Below is a profound article about a stockbroker who made it rich as a stock broker, but came to see to realize he was simply a great salesman without adding any value to his clients; only his own pockets and various companies he pushed products for. This realization led him to become a Dimensional Fund […]
The Fidelity Amex 2% cash back should be considered when evaluating reward credit card reward programs. Every month, 2% of your purchases are automatically credited to a Fidelity Investment account of your choosing (we usually recommend a brokerage account to ensure you don’t over fund a Retirement account). There are other rewards options for travel, […]
Gloria was born in Brooklyn, NY. Growing up Gloria attended Woodbridge Township schools, was a member of the US Cadet Corp from 1943-45 and graduated from Norwegian Hospital School of Nursing in 1945. Gloria later earned her Bachelor’s and Master’s degrees at Jersey City State College where she also served as an adjunct instructor for several […]
Ted and Helene just celebrated their 53rd wedding anniversary and are having the time of their lives. Ted is 75 and Helene 73 years young….and “young” they are! Helene began her working career while still in HS. She worked at a local bank in the bookkeeping department & within a year she moved to a […]
Caroline is a freelance illustrator, originally from London, now happily settled in Brooklyn. Before moving to New York Caroline spent several years working as a freelance set & costume designer for theaters in England. Caroline’s move to NYC in 2007 coincided with a shift in her specialization from theater to illustration. It took 2 years […]
Stephanie, a Lighthouse Financial client and daughter to Lighthouse advisor Frank, runs an urban agriculture nonprofit she founded in New York City. Get Dirty NYC! was created with the mission to connect New Yorkers to hands-on farming and gardening opportunities around the city. There are many wonderful opportunities in NYC to “get dirty,” but they are […]
As clients of Lighthouse Financial, we have all been asked to fill out that balance sheet full of circles. You know the one, it’s the one you stick in the folder and never look at. Until one day, I decided to stop avoiding what I already knew and that was seeing in black and white […]
Bob was born in Jersey City, NJ and has lived in Bergen County most of his life. Maryann was born in Hackensack, NJ and has also lived in Bergen County all her life. Bob graduated from Lyndhurst H.S. and shortly afterwards he enlisted in the Navy. After three months of Basic Training in Great Lakes, […]
Cybele’s background is in fine art photography. She received her BFA in Photography from Washington University in St. Louis, MO and her MFA in Photography and Related Media from the School of Visual Arts in New York, NY. While in Manhattan, Cybele was represented by the Jayne Baum Gallery and had works collected into the […]