We are discussing & recommending to all of our clients to consider opening a Charitable Giving Account/Donor-advised fund. Charitable Giving Accounts have many advantages over the traditional ways of charitable giving. One of the biggest is record keeping. You make one or more contributions to your giving account during the year. So at tax time […]
As the end of 2013 approached you probably heard a lot of commentators talking about the “January Effect”. No, this is not the feeling everyone in the Northeast has about relocating to somewhere warmer. The “January Effect” is the market phenomenon that the stock market rallies in the month of January with a particular rise […]
We have had the unfortunate honor of working with many widows – both young and old, breadwinners and stay-at-home mothers. Whether there’s any warning or not, the death of a spouse is a tragic loss, but you can help your loved ones by making sure these basics are covered: Life Insurance: If others are financially […]
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 discussing & recommending to all of our clients to consider opening a Charitable Giving Account/Donor-advised fund. Charitable Giving Accounts have many advantages over the traditional ways of charitable giving. One of the biggest is record keeping. You make one or more contributions to your giving account during the year. So at tax time […]
As the end of 2013 approached you probably heard a lot of commentators talking about the “January Effect”. No, this is not the feeling everyone in the Northeast has about relocating to somewhere warmer. The “January Effect” is the market phenomenon that the stock market rallies in the month of January with a particular rise […]
We have had the unfortunate honor of working with many widows – both young and old, breadwinners and stay-at-home mothers. Whether there’s any warning or not, the death of a spouse is a tragic loss, but you can help your loved ones by making sure these basics are covered: Life Insurance: If others are financially […]
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 […]