Tag Archives: wealth management

Why companies like cash balance plans

In 1985, there were 114,000 defined benefit plans in America. By 2011, that number had shrunk to 38,000. Since 1985, some businesses have elected to replace a traditional pension plan with an alternative: a cash balance plan.1 But what are they? And how might they work for your business? We here at Lighthouse Financial are […]

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Don’t let family wealth fade away

Many families have lost a lot of wealth. In the late 19th century, industrial tycoon Cornelius Vanderbilt amassed the equivalent of $100 billion in today’s dollars – but when 120 of his descendants met at a family gathering in 1973, there were no millionaires among them.1 Barbara Woolworth Hutton – daughter of the founder of […]

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Critical questions of estate planning

The way in which you leave your estate speaks with as much volume as what you leave. A wisely planned estate passes on values — not just assets. Our estate planning services aim to help people understand — and put into practice — this mission-critical distinction.  (more…)

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Make retirement savings last

As you retire, there are variables you can’t control. Investment performance and fate are certainly toward the top of the list. However, your approach to withdrawing and preserving your retirement savings may give you more control over your financial life. Our retirement-planning services are designed to help people achieve the control they desire.  (more…)

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