Parents and students who are currently completing the FAFSA and learning about financial aid may be kicking themselves for not having a better plan in place to pay for college. When it comes to college costs, a little planning can go a long way. There are several useful ways to save money for your child’s college education, each of which […]
By now you might have heard of the term grit and the author Angela Lee Duckworth. In her book, “Grit: The Power of Passion and Perseverance,” she explains how through her research on high achievers she discovered that more so than talent or IQ, the largest determining factor of success was if they had that […]
As another Summer comes to a conclusion, all you will hear from TV pundits and news articles is the next recession is impending. It seems a recession is always just around the corner! The Nostradamus of recession predictions is the Inverted Yield Curve which was achieved last week and just in time for Back to […]
Recently, both the CFP® Board and the Securities and Exchange Commission have set higher standards of care & transparency when dealing with clients. While both are welcome developments, they are still catching up to our pledge to uphold a fiduciary duty to our clients since Lighthouse Financial Advisors was founded in 1999! A fiduciary duty […]
We live in a world where technology drives almost everything we do. Unfortunately, having almost everything at our fingertips can also make you vulnerable to scams and fraud. In 2018, banks reported approximately 25,000 cases of suspicious activity, an increase of 12% from 2017. An immense portion of these cases target senior citizens. Financial abuse […]
Seasons Greeting Lessons from Scrooge…. past, present, and future. As of Friday’s market close, the S&P 500 1-year return is 0.0% – 2018 Year-to-Date down 0.9%. So a lot of ups and downs (Downs we notice and feel more) to get to 0.0% return for the index. The S&P is made up of the largest […]
An overwhelming majority of those who seek and complete higher level education require the assistance of student loans. College graduates typically have a 6 month grace period after graduation day until they need to begin making payments. Thinking with the end in mind is a great way to have a clear goal to reduce the […]
For the second year in a row I am a daily listener to Lance Armstrong’s podcast covering the 2018 Tour de France. As a race, the Tour’s terrain is always full of variety: flat stages, mountainous stages, and even stages with miles of cobblestones. As someone who has experienced the trials and tribulations of le […]
We are excited to share page 2 of the NEW Code of Ethics and Standards of Conduct from the CFP Board – Effective October 1, 2019. Being a CERTIFIED FINANCIAL PLANNER™ holds us to these high standards of Ethics and Conduct. Here at LFA, we have always held ourselves to a stricter code and now others […]
Parents and students who are currently completing the FAFSA and learning about financial aid may be kicking themselves for not having a better plan in place to pay for college. When it comes to college costs, a little planning can go a long way. There are several useful ways to save money for your child’s college education, each of which […]
By now you might have heard of the term grit and the author Angela Lee Duckworth. In her book, “Grit: The Power of Passion and Perseverance,” she explains how through her research on high achievers she discovered that more so than talent or IQ, the largest determining factor of success was if they had that […]
As another Summer comes to a conclusion, all you will hear from TV pundits and news articles is the next recession is impending. It seems a recession is always just around the corner! The Nostradamus of recession predictions is the Inverted Yield Curve which was achieved last week and just in time for Back to […]
Recently, both the CFP® Board and the Securities and Exchange Commission have set higher standards of care & transparency when dealing with clients. While both are welcome developments, they are still catching up to our pledge to uphold a fiduciary duty to our clients since Lighthouse Financial Advisors was founded in 1999! A fiduciary duty […]
We live in a world where technology drives almost everything we do. Unfortunately, having almost everything at our fingertips can also make you vulnerable to scams and fraud. In 2018, banks reported approximately 25,000 cases of suspicious activity, an increase of 12% from 2017. An immense portion of these cases target senior citizens. Financial abuse […]
Seasons Greeting Lessons from Scrooge…. past, present, and future. As of Friday’s market close, the S&P 500 1-year return is 0.0% – 2018 Year-to-Date down 0.9%. So a lot of ups and downs (Downs we notice and feel more) to get to 0.0% return for the index. The S&P is made up of the largest […]
An overwhelming majority of those who seek and complete higher level education require the assistance of student loans. College graduates typically have a 6 month grace period after graduation day until they need to begin making payments. Thinking with the end in mind is a great way to have a clear goal to reduce the […]
For the second year in a row I am a daily listener to Lance Armstrong’s podcast covering the 2018 Tour de France. As a race, the Tour’s terrain is always full of variety: flat stages, mountainous stages, and even stages with miles of cobblestones. As someone who has experienced the trials and tribulations of le […]
We are excited to share page 2 of the NEW Code of Ethics and Standards of Conduct from the CFP Board – Effective October 1, 2019. Being a CERTIFIED FINANCIAL PLANNER™ holds us to these high standards of Ethics and Conduct. Here at LFA, we have always held ourselves to a stricter code and now others […]
Contact
3 Harding Rd Suite B
Red Bank, NJ 07701
P: 732.747.6697
F: 800.886.0302
info@lfadvisors.com
Disclosures
Client Relationship Summary – Form CRS
Firm Brochure – Form ADV 2A
Recent Posts
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