Luke Carey Education Quote & Affordable College: Don’t Pay Retail

Luke Carey, CFP® was recently quoted on Bankrate.com to discuss a few strategies for your college savings checkup. Please check out the link here: http://www.bankrate.com/finance/college-finance/4-strategies-for-resetting-college-savings-1.aspx We also would like to share with you an interesting take on the state of education costs and thoughts on funding from one of our Alliance of Cambridge Advisors colleagues. […]

Lack of Retirement Funds Is Americans’ Biggest Financial Worry

In an interesting article posted on “Gallup”, concerns about being able to maintain a certain standard of living are addressed. Please follow the link below to read this article.  If you have concerns about your retirement and/or would like to speak with us about this, please contact us to schedule an appointment.  It is never too […]

Low interest rates

Refinance your mortgage to the lowest fixed rate possible for your situation. Remember you can’t time the market. Savings accounts, money markets and bonds are for liquidity. These holdings over the long term lower your portfolio’s standard deviation and allow you to stay fully invested in equities. From the Warren Buffett annual newsletter – More […]

The Investment Answer

Welcome to the Lighthouse Financial Advisors, Inc blog – We look forward to sharing information on hot topics and current events. The next time you chat with Donna Tyrrell, CRPC® please Congratulate her on successfully completing the course work and passing the rigorous exam to become a Charted Retirement Planning Counselor.  Over the last few […]

Luke Carey Education Quote & Affordable College: Don’t Pay Retail

Luke Carey, CFP® was recently quoted on Bankrate.com to discuss a few strategies for your college savings checkup. Please check out the link here: http://www.bankrate.com/finance/college-finance/4-strategies-for-resetting-college-savings-1.aspx We also would like to share with you an interesting take on the state of education costs and thoughts on funding from one of our Alliance of Cambridge Advisors colleagues. […]

Lack of Retirement Funds Is Americans’ Biggest Financial Worry

In an interesting article posted on “Gallup”, concerns about being able to maintain a certain standard of living are addressed. Please follow the link below to read this article.  If you have concerns about your retirement and/or would like to speak with us about this, please contact us to schedule an appointment.  It is never too […]

Low interest rates

Refinance your mortgage to the lowest fixed rate possible for your situation. Remember you can’t time the market. Savings accounts, money markets and bonds are for liquidity. These holdings over the long term lower your portfolio’s standard deviation and allow you to stay fully invested in equities. From the Warren Buffett annual newsletter – More […]

The Investment Answer

Welcome to the Lighthouse Financial Advisors, Inc blog – We look forward to sharing information on hot topics and current events. The next time you chat with Donna Tyrrell, CRPC® please Congratulate her on successfully completing the course work and passing the rigorous exam to become a Charted Retirement Planning Counselor.  Over the last few […]

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Red Bank, NJ 07701

P: 732.747.6697
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Client Relationship Summary – Form CRS
Firm Brochure – Form ADV 2A

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