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 […]

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 […]

Ready to Start Your Financial Journey?

Contact

Lighthouse Financial Advisors

3 Harding Rd Suite B
Red Bank, NJ 07701

P: 732.747.6697
F: 800.886.0302
info@lfadvisors.com

Contact Us

Disclosures

Client Relationship Summary – Form CRS
Firm Brochure – Form ADV 2A

Recent Posts

Housing Decisions in a Changing Financial Environment

The Importance of Tax Planning Now vs April 2027 – 2026 New 401k Rules

The Rigamarole of Staying Organized for Tax Season

Why Account Consolidation Matters More Than You Think

Copyright Lighthouse Financial Advisors, INC . Disclaimer . Privacy & Legal Information

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP(R),
Certified Financial Planner™ and CFP(R) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements

Website Design by TandarichGroup