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 […]
Over the past 20 years, the annual cost of a college education has risen by 130 percent, according to the College Board. With that said, Americans have racked up around $1 trillion in education debt from both federal and private student and parent loans. Preparing for repayment of school loans may not take immediate priority […]
Often times when we start a new job we complete many forms in the first few days/weeks related to the employee benefits offered by our new employer, such as, Savings Plan contributions, Medical Insurance Plans, Group Life Insurance, etc. As a financial planner (and someone who recently started a new job!), I am aware of […]
As many of you are already aware, I had been out of the office due to the sudden illness and passing of my mother in December. After the emotional struggle of losing a loved one, I was once again sidelined with back pain and subsequent surgery which helped immensely, but is an ongoing challenge. I […]
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 […]
Over the past 20 years, the annual cost of a college education has risen by 130 percent, according to the College Board. With that said, Americans have racked up around $1 trillion in education debt from both federal and private student and parent loans. Preparing for repayment of school loans may not take immediate priority […]
Often times when we start a new job we complete many forms in the first few days/weeks related to the employee benefits offered by our new employer, such as, Savings Plan contributions, Medical Insurance Plans, Group Life Insurance, etc. As a financial planner (and someone who recently started a new job!), I am aware of […]
As many of you are already aware, I had been out of the office due to the sudden illness and passing of my mother in December. After the emotional struggle of losing a loved one, I was once again sidelined with back pain and subsequent surgery which helped immensely, but is an ongoing challenge. I […]
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P: 732.747.6697
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