With another year in the books and the first month of the New Year quickly coming to an end, we would like to share important dates: January 2013: All employers, businesses, banks and other financial institutions begin preparing the numerous tax documents to be mailed out to us individuals. January 30, 2013: The […]
The New Year is a great time to reflect on what has happened over the past year. It’s also a great time to sketch a draft map for the years ahead. Like any journey, the past year and the years ahead will have plenty of twists and turns. With your own “UNIQUE” map, you can easily […]
Having recently started my career at Lighthouse Financial Advisors, I am working to obtain every bit of knowledge I can from Robert and the LFA team. I am very fortunate to have this opportunity and aspire to receive my CFP accreditation in the near future. It is important to me to not only “learn from […]
As many of us continue to cope with the aftermath of Hurricane Sandy, this NY Times article (http://www.nytimes.com/2012/11/29/nyregion/cost-of-coastal-living-to-climb-under-new-flood-rules.html?pagewanted=1&_r=1&ref=todayspaper&) examines the costs that could force many from coastal life. It was estimated the fewer than 30% of NY homes affected had flood insurance. FEMA states that homeowners in storm-damaged coastal areas who had flood insurance — […]
We wanted to share additional information that would be useful to our clients who have been affected by Hurricane Sandy: The IRS on Friday announced that it will allow taxpayers who have been adversely affected by Hurricane Sandy to take hardship distributions or loans from their retirement plans (Announcement 2012-44). To qualify under the announcement, […]
As most of us in the tri state area returning to “normalcy” two weeks after Hurricane Sandy wreaked havoc throughout the east coast, many of you may now be contemplating the personal financial impact of the storm. The information below from MoneyMattersNJ.com should help to answer some of your basic questions. We of course encourage […]
I found the article below intriguing. It helps explain specific issues Americans face, while preparing for retirement. It was written by John C. Bogle, the founder and retired CEO of The Vanguard Group; also known for his famous book Common Sense on Mutual Funds: New Imperatives for the Intelligent Investor. In this article John goes […]
At Lighthouse Financial Advisors, Inc. we feel that this is directly in line with our values and business model. Each of these 7 items are always on our minds! Our continued growth due to client referrals is much appreciated and leads us to believe that we are doing a good job recognizing what YOU, our […]
Assuming congress fails to enact legislation that would further extend the 2001-2002 tax reductions, the 15% long-term capital gains rate will expire 12/31/2012. Of course, recent history suggests that no tax legislation will be forthcoming until late in the year at best. Let’s focus on what the scheduled increase in capital gains rates could mean to you… Taxpayers […]
With another year in the books and the first month of the New Year quickly coming to an end, we would like to share important dates: January 2013: All employers, businesses, banks and other financial institutions begin preparing the numerous tax documents to be mailed out to us individuals. January 30, 2013: The […]
The New Year is a great time to reflect on what has happened over the past year. It’s also a great time to sketch a draft map for the years ahead. Like any journey, the past year and the years ahead will have plenty of twists and turns. With your own “UNIQUE” map, you can easily […]
Having recently started my career at Lighthouse Financial Advisors, I am working to obtain every bit of knowledge I can from Robert and the LFA team. I am very fortunate to have this opportunity and aspire to receive my CFP accreditation in the near future. It is important to me to not only “learn from […]
As many of us continue to cope with the aftermath of Hurricane Sandy, this NY Times article (http://www.nytimes.com/2012/11/29/nyregion/cost-of-coastal-living-to-climb-under-new-flood-rules.html?pagewanted=1&_r=1&ref=todayspaper&) examines the costs that could force many from coastal life. It was estimated the fewer than 30% of NY homes affected had flood insurance. FEMA states that homeowners in storm-damaged coastal areas who had flood insurance — […]
We wanted to share additional information that would be useful to our clients who have been affected by Hurricane Sandy: The IRS on Friday announced that it will allow taxpayers who have been adversely affected by Hurricane Sandy to take hardship distributions or loans from their retirement plans (Announcement 2012-44). To qualify under the announcement, […]
As most of us in the tri state area returning to “normalcy” two weeks after Hurricane Sandy wreaked havoc throughout the east coast, many of you may now be contemplating the personal financial impact of the storm. The information below from MoneyMattersNJ.com should help to answer some of your basic questions. We of course encourage […]
I found the article below intriguing. It helps explain specific issues Americans face, while preparing for retirement. It was written by John C. Bogle, the founder and retired CEO of The Vanguard Group; also known for his famous book Common Sense on Mutual Funds: New Imperatives for the Intelligent Investor. In this article John goes […]
At Lighthouse Financial Advisors, Inc. we feel that this is directly in line with our values and business model. Each of these 7 items are always on our minds! Our continued growth due to client referrals is much appreciated and leads us to believe that we are doing a good job recognizing what YOU, our […]
Assuming congress fails to enact legislation that would further extend the 2001-2002 tax reductions, the 15% long-term capital gains rate will expire 12/31/2012. Of course, recent history suggests that no tax legislation will be forthcoming until late in the year at best. Let’s focus on what the scheduled increase in capital gains rates could mean to you… Taxpayers […]
Contact
3 Harding Rd Suite B
Red Bank, NJ 07701
P: 732.747.6697
F: 800.886.0302
info@lfadvisors.com
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