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 […]
Below is a profound article about a stockbroker who made it rich as a stock broker, but came to see to realize he was simply a great salesman without adding any value to his clients; only his own pockets and various companies he pushed products for. This realization led him to become a Dimensional Fund […]
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 […]
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, […]
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 […]
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.
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 […]
Below is a profound article about a stockbroker who made it rich as a stock broker, but came to see to realize he was simply a great salesman without adding any value to his clients; only his own pockets and various companies he pushed products for. This realization led him to become a Dimensional Fund […]
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 […]
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, […]
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 […]
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.