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 […]
Choosing the right age to start Social Security benefits is one of the most important decisions in your financial life. Unfortunately, most people are tempted to claim as soon as they become eligible at age 62. This strategy results in reduced lifetime benefits for you and your spouse and may have a lasting impact on […]
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!) […]
As if the fiduciary standard meme isn’t enough of a debate these days, JPMorgan hopes that nobody notices how far away they are from relative suitability. In fact, the entire JP Morgan private banker model is to shovel as much $JPM product down clients’ throats as they possibly can. Mutual funds, mortgages, trust services, credit […]
story written by fellow ACA member: Sheila Padden, Padden Financial Planning John “Jack” Bogle, founder of the $3 trillion Vanguard Group and the world’s first index mutual fund, spoke to the Alliance of Comprehensive Planners (ACP) recently in Philadelphia at our annual conference. Why did one of the investment industry’s “Giants of the 20th Century” choose […]
Financial advisors get trained in taxes, of course, but they often just get a basic framework for how to structure investments. A CPA can bring a much deeper level of understanding to a client’s tax situation, here’s four reasons how: 1. Let’s face it – taxes are complicated. From the Medicare surtax to the new, […]
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 […]
Currently, the financial advisory industry is in the midst of numerous regulatory changes with the most important issue involving the definition of “financial planner” and “financial advisor” and whether these titles require professionals to have a legal responsibility to put their clients’ interests first. As the law stands now, only advisors registered with the SEC […]
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 […]
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 […]
Choosing the right age to start Social Security benefits is one of the most important decisions in your financial life. Unfortunately, most people are tempted to claim as soon as they become eligible at age 62. This strategy results in reduced lifetime benefits for you and your spouse and may have a lasting impact on […]
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!) […]
As if the fiduciary standard meme isn’t enough of a debate these days, JPMorgan hopes that nobody notices how far away they are from relative suitability. In fact, the entire JP Morgan private banker model is to shovel as much $JPM product down clients’ throats as they possibly can. Mutual funds, mortgages, trust services, credit […]
story written by fellow ACA member: Sheila Padden, Padden Financial Planning John “Jack” Bogle, founder of the $3 trillion Vanguard Group and the world’s first index mutual fund, spoke to the Alliance of Comprehensive Planners (ACP) recently in Philadelphia at our annual conference. Why did one of the investment industry’s “Giants of the 20th Century” choose […]
Financial advisors get trained in taxes, of course, but they often just get a basic framework for how to structure investments. A CPA can bring a much deeper level of understanding to a client’s tax situation, here’s four reasons how: 1. Let’s face it – taxes are complicated. From the Medicare surtax to the new, […]
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 […]
Currently, the financial advisory industry is in the midst of numerous regulatory changes with the most important issue involving the definition of “financial planner” and “financial advisor” and whether these titles require professionals to have a legal responsibility to put their clients’ interests first. As the law stands now, only advisors registered with the SEC […]
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 […]
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