News

retiring baby boomers

Study Finds Retired Baby Boomers Driven More by Emotion Than Finances

Think having enough money is the key driver leading baby boomers to retire? Not exactly. In its recently released Retirement Triggers study, Ameriprise Financial surveyed “1,000 newly retired baby boomers ages 60–73 with at least $100,000 in investable assets,” the company reported in a press release. The study found that “more than three-quarters (76 percent) […]

Comments Off on Study Finds Retired Baby Boomers Driven More by Emotion Than Finances Continue Reading →
senior working

55-Plus and Going Back to Work? Consider the Benefits

The latest U.S. jobs reports have a bright side. More people 55 and over are getting back into the work force—some after years of unemployment because of the recession that began in 2008. That means a chance at a better retirement with an increased Social Security benefit down the line. In short, a Social Security […]

Comments Off on 55-Plus and Going Back to Work? Consider the Benefits Continue Reading →
Financial Struggle

Study Shows Nontraditional Families Struggle Financially

A study by the financial services company Allianz shows that despite improvements in the economy, a high percentage of America’s nontraditional families struggle with money matters. Titled “LoveFamilyMoney,” the study polled 4,500 Americans who consider themselves middle class and part of a modern American family structure that combines diverse needs in one household. “A staggering […]

Comments Off on Study Shows Nontraditional Families Struggle Financially Continue Reading →
USA-Canada

IRS Ups Cross-Border Snowbird Scrutiny

U.S. tax authorities are keeping a wary eye on Canadian snowbirds. Since last year, Canadian and U.S. authorities have been watching the movements of Canadians who spend their winters in the warmer climes of Florida, Arizona and California. By scanning passports and sharing information from border crossings, authorities on both sides of the border can […]

Comments Off on IRS Ups Cross-Border Snowbird Scrutiny Continue Reading →
will

How to Prepare Your Loved Ones for Your Death

Plan for your death. That’s essentially the very important bottom line (or is that finish line?) of the article “The 25 Documents You Need Before You Die” by Saabira Chaudhuri in The Wall Street Journal. The article states that “According to the National Association of Unclaimed Property Administrators, state treasurers currently hold $32.9 billion in […]

Comments Off on How to Prepare Your Loved Ones for Your Death Continue Reading →
Military Family

Military Families Vowed Frugality in 2015

Men and women in uniform said that 2015 would be the year they fought debt and righted their financial ship. Those were the findings of The First Command Financial Behaviors Index, which surveys American consumers with annual household incomes of $50,000 and up. According to the survey, 95% of middle-class military families (commissioned officers and […]

Comments Off on Military Families Vowed Frugality in 2015 Continue Reading →
Seniors

Top Myths About Long-Term Care

One of the most important things you can do to improve your chances of living the life you want for as long as you live is to plan for your long-term care should you become severely ill or disabled. Thoughts of growing older and losing physical mobility or mental acumen often worry and sadden people—so […]

Comments Off on Top Myths About Long-Term Care Continue Reading →
impact-investing

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), […]

Comments Off on Impact Investing: A Way to Effect Change Continue Reading →
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 […]

Comments Off on Lighthouse Volunteers Turn Out for Day of Service Continue Reading →
Divorce

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 […]

Comments Off on Critical Financial Decisions to Consider Amid a Divorce Continue Reading →