Impact Investing: A Way to Effect Change

It’s easy to make money. It’s hard to effect change. That’s what Ben Cort says about why investing ethically with sincere and thoughtful regard for the health and well-being for others is so important—and more rewarding. Cort is director of professional relations at the University of Colorado Hospital Center for Dependency, Addiction and Rehabilitation (CeDAR), […]

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Lighthouse Volunteers

Lighthouse Volunteers Turn Out for Day of Service

Employees, family and friends prepare and serve lunch at Denver Rescue Mission. DENVER—August 27, 2015–Volunteers with Lighthouse Financial prepared and served lunch at the Denver Rescue Mission in a day of community service Aug. 21. Eight volunteers turned out to provide meals to the poor and homeless for the financial planning firm’s biannual community service […]

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Critical Financial Decisions to Consider Amid a Divorce

Divorces are hard enough, but letting emotions drive financial decisions during highly stressful life events such as a divorce can be a mistake that has unfortunate ramifications for the rest of one’s life. Lighthouse Financial’s team specializes in stepping into such difficult times with patience, compassion and clarity to help those who are going through […]

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Social Security

Social Security: Why Wait Until 70?

According to the Social Security website, “As a general rule, early or late retirement will give you about the same total Social Security benefits over your lifetime. If you retire early, the monthly benefit amounts will be smaller to take into account the longer period you will receive them. If you retire late, you will […]

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Supporting paralyzed military veterans

Lighthouse Financial honors our nation’s active-duty and veteran service members. Leading our efforts is often Jack Hinds, our Chief Investment Officer, who served during the Vietnam War. Each year, Lighthouse donates 2 percent of its gross revenue to an array of worthy causes – and Paralyzed Veterans of America is among them. This national, nonprofit organization, […]

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Support Heartland Hospice Care

End-of-life decisions are often difficult. Perhaps your family is hearing differing opinions from physicians, or maybe the tangle of your loved one’s personal affairs is overwhelming and clouding the responsible choice. We offer Eldercare Planning Services – and one of the things we often discuss with our clients is hospice care. We deeply respect the […]

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Proud to support Tru Community Care

Because we have many years of experience with helping people navigate the loss of a loved one, we deeply respect the work of good hospice professionals, who focus on helping people with advanced illness live as comfortably and fully as possible. 
 That’s why we direct a part of our annual, charitable giving – a […]

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Heart for Honduras: A Mission to Help

When people engage our financial-management services, they also help make positive change in the world through our firm’s charitable outreach. Take, for example, the trip to Honduras Lighthouse Financial Managing Partner Lynn Hinds made in June 2014 as a volunteer worker with the organization Heart for Honduras. Lighthouse and other donors helped cover the costs […]

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Drop Falling into Water

Never take water for granted

When you got up this morning and brushed your teeth, showered and drank coffee or tea, did you even think about the clean and plentiful water supply you used? What if it wasn’t there tomorrow? What would you do? (more…)

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Focus on estate planning before taxes 

You’ve heard it many times: “Don’t miss the forest for the trees.” When it comes to estate planning, trite is right. It’s generally a good idea to develop a smart, overarching plan rather than to focus singularly on a tax-avoidance strategy. 

After all, a comprehensive estate plan can fund, mitigate or eliminate estate taxes. (more…)

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