Where did the year go? Good thing there is one month left to take full advantage of all the tax deductions available for you. One thing I’ve seen during the past two tax seasons at Lighthouse Financial Advisors (LFA) is how clients benefit when everything they need for taxes is organized and complete before the […]
Vacation homes by the beach, ski slopes or in the countryside are a great source of enjoyment and pride for a family. For most families, the intention is to pass ownership down to children and eventually grandchildren. However, there are numerous financial and emotional factors involved in transferring real estate to the next generation. Tax […]
The relationship between your financial health and physical health are interwoven and very similar. With both, if you feel scarcity, the more time spent ruminating about it. When your health fails, it can be all consuming. Having trouble financially, the mental energy committed to it can be draining. Choices you make today have a huge […]
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 […]
Everyone has heard the stories of a famous person or family member that passed away without a will or without ever informing his spouse or adult children about his financial affairs. Often, this places a huge financial and emotional burden on grieving loved ones and causes a lot of stress. Whether it involves tracking down […]
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 […]
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 […]
Have you elected additional Life Insurance through your company’s employee benefits? Many people sign up for coverage because it is easy to acquire since there is slim to no underwriting requirement and have relatively low premiums. While young, this approach can work if you like the idea of extra insurance on the cheap. However, at […]
On a recent Sunday afternoon, five employees of Lighthouse Financial Advisors competed in the popular endurance event Tough Mudder consisting of over 20 obstacles on a hilly 10-mile course outside Allentown, Pennsylvania. The competition encourages teamwork and camaraderie among participants while testing your physical and mental strength. In March, an ambitious goal was set to […]
Where did the year go? Good thing there is one month left to take full advantage of all the tax deductions available for you. One thing I’ve seen during the past two tax seasons at Lighthouse Financial Advisors (LFA) is how clients benefit when everything they need for taxes is organized and complete before the […]
Vacation homes by the beach, ski slopes or in the countryside are a great source of enjoyment and pride for a family. For most families, the intention is to pass ownership down to children and eventually grandchildren. However, there are numerous financial and emotional factors involved in transferring real estate to the next generation. Tax […]
The relationship between your financial health and physical health are interwoven and very similar. With both, if you feel scarcity, the more time spent ruminating about it. When your health fails, it can be all consuming. Having trouble financially, the mental energy committed to it can be draining. Choices you make today have a huge […]
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 […]
Everyone has heard the stories of a famous person or family member that passed away without a will or without ever informing his spouse or adult children about his financial affairs. Often, this places a huge financial and emotional burden on grieving loved ones and causes a lot of stress. Whether it involves tracking down […]
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 […]
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 […]
Have you elected additional Life Insurance through your company’s employee benefits? Many people sign up for coverage because it is easy to acquire since there is slim to no underwriting requirement and have relatively low premiums. While young, this approach can work if you like the idea of extra insurance on the cheap. However, at […]
On a recent Sunday afternoon, five employees of Lighthouse Financial Advisors competed in the popular endurance event Tough Mudder consisting of over 20 obstacles on a hilly 10-mile course outside Allentown, Pennsylvania. The competition encourages teamwork and camaraderie among participants while testing your physical and mental strength. In March, an ambitious goal was set to […]
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Red Bank, NJ 07701
P: 732.747.6697
F: 800.886.0302
info@lfadvisors.com
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