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Lighthouse Financial LLC
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Lighthouse Financial LLC
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  • About
    • Values
    • Meet Our People
  • What We Offer
    • Investment Management
    • Retirement Planning
    • Estate Planning
    • Eldercare Planning
    • Charitable Planning
  • Sharing & Caring
  • News
    • Events
  • Documents & Forms
  • Contact

Author Archives: WordPress Administrator

Retirement In Sight: Is Financial Health a Factor in Your Overall Health?

Financial Planning, Retirement PlanningBy WordPress AdministratorJuly 19, 2021

Is Financial Health a Factor in Your Overall Health? Data from a newly released Harris Poll of more than 1,000 U.S. workers suggests that a majority of pre-retirees might answer…

Monthly Economic Update

Retirement PlanningBy WordPress AdministratorJuly 8, 2021

U.S. Markets Stocks moved higher in June as investors looked past accelerating inflation and the Fed’s pivot on monetary policy. The Dow Jones Industrial Average slipped 0.07 percent, but the…

Retirement In Sight: Could a Second SECURE Act Tweak Retirement Rules?

Financial Planning, Retirement PlanningBy WordPress AdministratorJune 16, 2021

Could a Second SECURE Act Tweak Retirement Rules? When the Setting Every Community Up for Retirement Enhancement (SECURE) Act became law in 2019, it altered retirement plan contribution and distribution…

Monthly Economic Update

Retirement PlanningBy WordPress AdministratorJune 9, 2021

U.S. Markets Stocks traded in a narrow range in May, with technology and other high-valuation companies under selling pressure. The Dow Jones Industrial Average gained 1.93 percent while the Standard…

Retirement In Sight: Pandemic Economy or Not, Some Aspire to Retire Early

Financial Planning, Retirement PlanningBy WordPress AdministratorMay 12, 2021

Pandemic Economy or Not, Some Aspire to Retire Early A new study from Hearts and Wallets, a research firm founded in 2010 to study American retirement saving and investing trends,…

Monthly Economic Update

Retirement PlanningBy WordPress AdministratorMay 6, 2021

U.S. Markets A succession of robust economic reports and a healthy start to the corporate earnings season helped spark an April rally on Wall Street. The Dow Jones Industrial Average…

Retirement In Sight: Are Your Federal Income Taxes Due in May? Maybe, Maybe Not

Financial Planning, Retirement PlanningBy WordPress AdministratorApril 15, 2021

Are Your Federal Income Taxes Due in May? Maybe, Maybe Not In March, the IRS announced that it was pushing the deadline for 2020 federal tax returns ahead to Monday,…

Monthly Economic Update

Retirement PlanningBy WordPress AdministratorApril 7, 2021

U.S. Markets Improved economic conditions and broadened vaccine programs ignited a broad stock market rally in March, though rising treasury yields dragged on technology and high-growth stocks. The Dow Jones…

Retirement In Sight: Need Cash? Avoid Tapping into Your Retirement Account

Financial Planning, Retirement PlanningBy WordPress AdministratorMarch 18, 2021

Need Cash? Avoid Tapping into Your Retirement Account Imagine if your 35-year-old self magically appeared in front of you one day and asked for a percentage of your retirement savings…

Monthly Economic Update

Retirement PlanningBy WordPress AdministratorMarch 12, 2021

U.S. Markets Stocks notched a solid gain in February thanks to growing optimism surrounding the economic recovery and decreasing number of COVID-19 infections. The Dow Jones Industrial Average led, picking…

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