I-Bonds – Favorable Rates If Buy Before 4-28-2022

New Year’s Resolutions

Happy Holidays! The New Year is just about here. We all hope 2022 will be a great year for everyone.Resolutions for the New Year are somewhat a big part of our culture; however, we are not the best at sticking to them. Statistics show that only about 8% of people actually achieve their goals (or […]

Gratitude & Financial Success

As we head into the holiday season, we can’t help but reflect on all there is to be grateful for personally as well as here at Lighthouse Financial Advisors. Whether at home or at work, we value and appreciate the long-lasting relationships we’ve built and know how fortunate we are. In this time of reflection, […]

Your Money Mindset – Is It Holding You Back?

Chasing Yield, Biden Tax Plan & Social Security

The Chinese developer Evergrande has been in the news, the fear is they are over-leveraged and will soon miss interest payments to investors. This caused a big sell-off in the stock market on Monday and spooked some investors to the sidelines. As I write, the markets have recovered from the one-day sell-off. Investors who invested […]

Capital Gains Tax Increasing for High Earners

As Congress continues to negotiate over budget and infrastructure legislation and key parts of President Biden’s domestic agenda advance, smart taxpayers will start planning for the potential tax code changes that will follow suit in order to finance the plan. (see my previous blog from October 2020 regarding Biden’s tax proposal while campaigning for the […]

The New Hot Spam – Tax Scams

Technology has been rapidly evolving for several years now, even more since the Covid-19 pandemic began. Over the last year our dependence on emails, computers, phones, and various software programs to stay up to date with work and personal life has undoubtedly increased. Unfortunately, hackers’ techniques have continued to evolve during the pandemic as well. […]

Future of Crypto

It seems the days of wondering if crypto is here to stay are becoming a thing of the past as signs are emerging that the cryptocurrencies and blockchain industry are consistently growing stronger. With the cryptocurrency space having gained so much interest, its increasing pace of adoption, and the willingness of both individuals and companies […]

Child Tax Credit 2021

With so many changes happening around us — school winding down, warmer temps, the ability to travel and see friends — one change that we’re keeping an eye on closely here at Lighthouse Financial Advisors are the changes to the Child Tax Credit (CTC).  For 2021 only, the CTC will be expanded by the IRS […]

I-Bonds – Favorable Rates If Buy Before 4-28-2022

New Year’s Resolutions

Happy Holidays! The New Year is just about here. We all hope 2022 will be a great year for everyone.Resolutions for the New Year are somewhat a big part of our culture; however, we are not the best at sticking to them. Statistics show that only about 8% of people actually achieve their goals (or […]

Gratitude & Financial Success

As we head into the holiday season, we can’t help but reflect on all there is to be grateful for personally as well as here at Lighthouse Financial Advisors. Whether at home or at work, we value and appreciate the long-lasting relationships we’ve built and know how fortunate we are. In this time of reflection, […]

Your Money Mindset – Is It Holding You Back?

Chasing Yield, Biden Tax Plan & Social Security

The Chinese developer Evergrande has been in the news, the fear is they are over-leveraged and will soon miss interest payments to investors. This caused a big sell-off in the stock market on Monday and spooked some investors to the sidelines. As I write, the markets have recovered from the one-day sell-off. Investors who invested […]

Capital Gains Tax Increasing for High Earners

As Congress continues to negotiate over budget and infrastructure legislation and key parts of President Biden’s domestic agenda advance, smart taxpayers will start planning for the potential tax code changes that will follow suit in order to finance the plan. (see my previous blog from October 2020 regarding Biden’s tax proposal while campaigning for the […]

The New Hot Spam – Tax Scams

Technology has been rapidly evolving for several years now, even more since the Covid-19 pandemic began. Over the last year our dependence on emails, computers, phones, and various software programs to stay up to date with work and personal life has undoubtedly increased. Unfortunately, hackers’ techniques have continued to evolve during the pandemic as well. […]

Future of Crypto

It seems the days of wondering if crypto is here to stay are becoming a thing of the past as signs are emerging that the cryptocurrencies and blockchain industry are consistently growing stronger. With the cryptocurrency space having gained so much interest, its increasing pace of adoption, and the willingness of both individuals and companies […]

Child Tax Credit 2021

With so many changes happening around us — school winding down, warmer temps, the ability to travel and see friends — one change that we’re keeping an eye on closely here at Lighthouse Financial Advisors are the changes to the Child Tax Credit (CTC).  For 2021 only, the CTC will be expanded by the IRS […]

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