Your Money Mindset – Is It Holding You Back?

What does money mean to you?  If you sit still with that question for a few minutes….what words come to mind? Freedom or restraint? Abundance or scarcity?  We all have a money story – our own unique set of feelings and beliefs around money.  These feelings and beliefs...

Chasing Yield, Biden Tax Plan & Social Security

The Chinese developer Evergrande has been in the news, the fear is they are over-leveraged and will soon miss interest payments to investors. This caused a big sell-off in the stock market on Monday and spooked some investors to the sidelines. As I write, the markets...

Financial Focus Fall 2021

Financial Focus Fall 2021 In This Edition: Three Things Anyone Can Do to Plug Financial Leaks — by John Stoj Should I Buy a House Now? — by Keith Spencer Spending Cryptocurrency – by Cortney Giles Give Back, Get Back: Being a Mentor in Retirement – by...

Capital Gains Tax Increasing for High Earners

As Congress continues to negotiate over budget and infrastructure legislation and key parts of President Biden’s domestic agenda advance, smart taxpayers will start planning for the potential tax code changes that will follow suit in order to finance the plan. (see my...

The New Hot Spam – Tax Scams

Technology has been rapidly evolving for several years now, even more since the Covid-19 pandemic began. Over the last year our dependence on emails, computers, phones, and various software programs to stay up to date with work and personal life has undoubtedly...

Future of Crypto

It seems the days of wondering if crypto is here to stay are becoming a thing of the past as signs are emerging that the cryptocurrencies and blockchain industry are consistently growing stronger. With the cryptocurrency space having gained so much interest, its...

Child Tax Credit 2021

With so many changes happening around us — school winding down, warmer temps, the ability to travel and see friends — one change that we’re keeping an eye on closely here at Lighthouse Financial Advisors are the changes to the Child Tax Credit (CTC).  For...

Maybe We Should Sweat The Small Stuff?

Coming off a whirlwind of a year in 2020, as we faced unprecedented circumstances, there were certainly a number of hard lessons learned as we sailed through unchartered territory. For many individuals, the biggest lesson was perhaps the realization that they simply...

Having a Plan And Sticking To It!

Things usually go right when we follow a recipe. Things quickly turn into a disaster when we improvise or add in things that don’t belong. Let’s add a little more of this and let’s forget this…unless its bacon which makes everything better.  2020 has been a year...