Do You Know The Answer To These Questions About Your Finances? You Might Need A Financial Review

Not sure how to answer the questions below? Nothing will propel you quicker towards financial peace of mind than taking action. A 2-hour financial review can give you the insight you need to get your financial journey back on track. Knowing the answers to these questions will help you achieve financial independence, easier, faster, and […]

Buying Vs. Leasing – Things To Consider

Buying The main advantage of buying is “ultimate ownership” as well the ability to not worry about mileage How many miles do you drive on average per year? This is a top priority to consider (heavy commuters typically purchase) Buying allows consumers to finance the vehicle up to about 6 years with interest rates on […]

I-Bonds – Favorable Rates If Buy Before 4-28-2022

U.S. Treasury’s Series I Savings Bonds, or “I-Bonds” are a security that is issued by the US Treasury and can be purchased on their subsidiary site “Treasury Direct”. Since 1998, these securities have been tracking inflation. I-Bonds, together with EE Bonds, can be considered one of the safest investments as they are backed by the […]

New Year’s Resolutions

Happy Holidays! The New Year is just about here. We all hope 2022 will be a great year for everyone.Resolutions for the New Year are somewhat a big part of our culture; however, we are not the best at sticking to them. Statistics show that only about 8% of people actually achieve their goals (or […]

Gratitude & Financial Success

As we head into the holiday season, we can’t help but reflect on all there is to be grateful for personally as well as here at Lighthouse Financial Advisors. Whether at home or at work, we value and appreciate the long-lasting relationships we’ve built and know how fortunate we are. In this time of reflection, […]

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 build our money mindset, one experience at […]

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 have recovered from the one-day sell-off. Investors who invested […]

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 previous blog from October 2020 regarding Biden’s tax proposal while campaigning for the […]

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 increased. Unfortunately, hackers’ techniques have continued to evolve during the pandemic as well. […]

Do You Know The Answer To These Questions About Your Finances? You Might Need A Financial Review

Not sure how to answer the questions below? Nothing will propel you quicker towards financial peace of mind than taking action. A 2-hour financial review can give you the insight you need to get your financial journey back on track. Knowing the answers to these questions will help you achieve financial independence, easier, faster, and […]

Buying Vs. Leasing – Things To Consider

Buying The main advantage of buying is “ultimate ownership” as well the ability to not worry about mileage How many miles do you drive on average per year? This is a top priority to consider (heavy commuters typically purchase) Buying allows consumers to finance the vehicle up to about 6 years with interest rates on […]

I-Bonds – Favorable Rates If Buy Before 4-28-2022

U.S. Treasury’s Series I Savings Bonds, or “I-Bonds” are a security that is issued by the US Treasury and can be purchased on their subsidiary site “Treasury Direct”. Since 1998, these securities have been tracking inflation. I-Bonds, together with EE Bonds, can be considered one of the safest investments as they are backed by the […]

New Year’s Resolutions

Happy Holidays! The New Year is just about here. We all hope 2022 will be a great year for everyone.Resolutions for the New Year are somewhat a big part of our culture; however, we are not the best at sticking to them. Statistics show that only about 8% of people actually achieve their goals (or […]

Gratitude & Financial Success

As we head into the holiday season, we can’t help but reflect on all there is to be grateful for personally as well as here at Lighthouse Financial Advisors. Whether at home or at work, we value and appreciate the long-lasting relationships we’ve built and know how fortunate we are. In this time of reflection, […]

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 build our money mindset, one experience at […]

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 have recovered from the one-day sell-off. Investors who invested […]

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 previous blog from October 2020 regarding Biden’s tax proposal while campaigning for the […]

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 increased. Unfortunately, hackers’ techniques have continued to evolve during the pandemic as well. […]

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