2013 Tax Changes Require Thorough Year-End Tax Planning

Taxpayers making more than $250,000 (married filing jointly (MFJ)), or $200,000 (single), may experience 2013 marginal tax rate increases ranging from 13% to 189% over current 2012 rates  – Taxable estate of $5,120,000 will see an increase of 22,659,990.00% over 2012 – if your estate is over $5,120,00 have your food tested at all family […]

A Rewards Card Great for Your Investment

The Fidelity Amex 2% cash back should be considered when evaluating reward credit card reward programs.  Every month, 2% of your purchases are automatically credited to a Fidelity Investment account of your choosing (we usually recommend a brokerage account to ensure you don’t over fund a Retirement account).  There are other rewards options for travel, […]

Then & Now

As the new year begins, financial markets continue to be gripped by uncertainty over developments in the Eurozone crisis. While not seeking to downplay the anxiety generated by these events, particularly in relation to their effects on investment portfolios, it’s worth reflecting critically on the 20th century, and putting current events in perspective: Nearly 100 […]

How Your Home Can Help You Save on Taxes

We are honored to share another article with you in which Robert Walsh is quoted.  This can be found on the website for: My Nationwide– House & Home http://www.mynationwidemagazine.com/how-your-home-can-help-you-save-taxes  “How Your Home Can Help You Save on Taxes” –Speak with your tax preparer to find out which of these changes are best for you.  

Flex Spending Account Tips

Please follow the link below to read an article written by Anya Martin of MarketWatch (column found in the Wall Street Journal), where our “infamous” Robert Walsh is quoted. http://www.marketwatch.com/story/11-tips-to-empty-your-flex-spending-account-2011-12-20?siteid=nbkh  

Follow up from Client story 10/17/11

My name is Allegra Panetto, and I am a Peace Corps volunteer serving in Malawi, Africa. I am living at a Catholic health center in rural Malawi, and am hoping to raise funds to light the rest of the health center with solar electricity, a renewable and self-sustaining energy source in the hot climate. The Peace […]

Received from a Client…….

Christmas/Hanukkah  2011 — Birth of a New Tradition As the holidays approach, the giant foreign factories are kicking into high gear to provide Americans with monstrous piles of cheaply produced goods –merchandise that has been produced at the expense of American labor. This year can be different. This year Americans will give the gift of […]

8th Annual Client Appreciate Day

We held our 8th Annual Lighthouse Financial Advisors’ Client Appreciation Day at Monmouth Park Racetrack this past Sunday (Sept. 11th). We would like to take this opportunity to thank everyone who joined us. The day was a great success and we enjoyed spending the day with those who were able to attend. If you couldn’t […]

Market Downward Volatility & a stock portfolio looking like…****!

The current renewed downward volatility in the world stock markets (Volatility is a nice way of my saying my stock portfolio looks like…****!) is reviving unwelcome feelings of anxiety, fear, and a sense of powerlessness. However, acting on our emotions we can end up doing more harm than good. The increase in market volatility is […]

2013 Tax Changes Require Thorough Year-End Tax Planning

Taxpayers making more than $250,000 (married filing jointly (MFJ)), or $200,000 (single), may experience 2013 marginal tax rate increases ranging from 13% to 189% over current 2012 rates  – Taxable estate of $5,120,000 will see an increase of 22,659,990.00% over 2012 – if your estate is over $5,120,00 have your food tested at all family […]

A Rewards Card Great for Your Investment

The Fidelity Amex 2% cash back should be considered when evaluating reward credit card reward programs.  Every month, 2% of your purchases are automatically credited to a Fidelity Investment account of your choosing (we usually recommend a brokerage account to ensure you don’t over fund a Retirement account).  There are other rewards options for travel, […]

Then & Now

As the new year begins, financial markets continue to be gripped by uncertainty over developments in the Eurozone crisis. While not seeking to downplay the anxiety generated by these events, particularly in relation to their effects on investment portfolios, it’s worth reflecting critically on the 20th century, and putting current events in perspective: Nearly 100 […]

How Your Home Can Help You Save on Taxes

We are honored to share another article with you in which Robert Walsh is quoted.  This can be found on the website for: My Nationwide– House & Home http://www.mynationwidemagazine.com/how-your-home-can-help-you-save-taxes  “How Your Home Can Help You Save on Taxes” –Speak with your tax preparer to find out which of these changes are best for you.  

Flex Spending Account Tips

Please follow the link below to read an article written by Anya Martin of MarketWatch (column found in the Wall Street Journal), where our “infamous” Robert Walsh is quoted. http://www.marketwatch.com/story/11-tips-to-empty-your-flex-spending-account-2011-12-20?siteid=nbkh  

Follow up from Client story 10/17/11

My name is Allegra Panetto, and I am a Peace Corps volunteer serving in Malawi, Africa. I am living at a Catholic health center in rural Malawi, and am hoping to raise funds to light the rest of the health center with solar electricity, a renewable and self-sustaining energy source in the hot climate. The Peace […]

Received from a Client…….

Christmas/Hanukkah  2011 — Birth of a New Tradition As the holidays approach, the giant foreign factories are kicking into high gear to provide Americans with monstrous piles of cheaply produced goods –merchandise that has been produced at the expense of American labor. This year can be different. This year Americans will give the gift of […]

8th Annual Client Appreciate Day

We held our 8th Annual Lighthouse Financial Advisors’ Client Appreciation Day at Monmouth Park Racetrack this past Sunday (Sept. 11th). We would like to take this opportunity to thank everyone who joined us. The day was a great success and we enjoyed spending the day with those who were able to attend. If you couldn’t […]

Market Downward Volatility & a stock portfolio looking like…****!

The current renewed downward volatility in the world stock markets (Volatility is a nice way of my saying my stock portfolio looks like…****!) is reviving unwelcome feelings of anxiety, fear, and a sense of powerlessness. However, acting on our emotions we can end up doing more harm than good. The increase in market volatility is […]

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