Skip to content
303-444-1818

370 Interlocken Blvd., Suite 525, Broomfield, CO 80021

2 N. Nevada Ave., Unit 1300, Colorado Springs, CO 80903

Lighthouse Financial LLC
Taking A Personal Interest In Your Financial Well Being
Lighthouse Financial LLC
  • 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
  • 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

Category Archives: Financial Planning

Retirement In Sight: Could You Retire at 55?

Financial Planning, Retirement PlanningBy WordPress AdministratorSeptember 17, 2020

Could You Retire at 55? Suppose you suddenly had to, or the opportunity presented itself. This prospect would not call for disregarding your carefully considered retirement strategy, but it would…

Retirement In Sight: Figuring Out When to Start Your Second Act

Financial Planning, Retirement PlanningBy WordPress AdministratorAugust 5, 2020

Figuring Out When to Start Your Second Act Many Gen Xers and baby boomers look forward to retiring on their terms. In such a circumstance, a key question becomes when…

Retirement In Sight: Has the Pandemic Affected the Retirement Mind-set?

Financial Planning, Retirement PlanningBy WordPress AdministratorJuly 14, 2020

Has the Pandemic Affected the Retirement Mind-set? Each year, the Transamerica Center for Retirement Studies surveys baby boomers, Gen Xers, and millennials to gauge their perceptions about retiring. The 2020…

Retirement In Sight: You Might Spend Less—Later in Retirement

Financial Planning, Retirement PlanningBy WordPress AdministratorJune 22, 2020

You Might Spend Less—Later in Retirement A 2019 white paper by the Employee Benefit Research Institute (EBRI) indicates that Americans tend to spend less as they age. EBRI analyzed a…

Retirement In Sight: How Should Preretirees View Illiquid Assets?

Financial Planning, Retirement PlanningBy WordPress AdministratorMay 19, 2020

How Should Preretirees View Illiquid Assets? Some people approach their retirement years owning illiquid assets worth more than their liquid ones. While long-held illiquid assets, such as a business or…

Retirement In Sight: Using Your Quarantine as a Trial Run for Retirement

Financial Planning, Retirement PlanningBy WordPress AdministratorApril 17, 2020

Using Your Quarantine as a Trial Run for Retirement Staying productive in the time of COVID-19 can be a challenge. Rather than pulling out the board games, you might want…

Retirement In Sight: Good Career Choices May Lead to an Improved Retirement

Financial Planning, Retirement PlanningBy WordPress AdministratorMarch 19, 2020

Good Career Choices May Lead to an Improved Retirement What is your most powerful tool for building retirement savings? Perhaps, your income. For that matter, the path of your career…

Retirement In Sight: What Matters More in Retirement: Income or Savings?

Financial Planning, Retirement PlanningBy WordPress AdministratorFebruary 12, 2020

What Matters More in Retirement: Income or Savings? Retirement saving is not just about accumulating assets. It is also about laying the groundwork for retirement spending. Any retirement strategy has…

Retirement In Sight: How the SECURE Act Affects Retirement Accounts

Financial Planning, Retirement PlanningBy Lighthouse Financial TeamJanuary 21, 2020

How the SECURE Act Affects Retirement Accounts A new federal law, the Setting Up Every Community for Retirement Enhancement (SECURE) Act, directly affects retirees and retirement savers. It changes the…

←12←
© 2025 Lighthouse Financial, LLC. All rights reserved. Website by blue sky designs.
Go to Top