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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

Category Archives: Retirement Planning

Monthly Market Insights – November 2025

Retirement PlanningBy WordPress AdministratorNovember 10, 2025

Stocks advanced for the sixth consecutive month in October as major averages pushed through a government shutdown and trade jitters. Robust Q3 corporate results drove momentum over a month that is notorious for market declines.

Retirement Insights – Fall 2025

Retirement PlanningBy WordPress AdministratorOctober 23, 2025

You may have heard the term “trust” before but aren’t sure what it means or how it can help as you progress toward retirement.

Monthly Market Insights – September 2025

Retirement PlanningBy WordPress AdministratorSeptember 8, 2025

Stocks posted a solid gain in August as investors eyed the Federal Reserve’s next move with interest rates.

Monthly Market Insights – August 2025

Retirement PlanningBy WordPress AdministratorAugust 8, 2025

Stocks rode the wave of trade developments and Q2 corporate results to advance last month, pushing market averages to multiple record highs.

The Navigator: Retirement Insights – Summer 2025

Retirement PlanningBy WordPress AdministratorAugust 4, 2025

Early retirement years present an opportunity to finally take some long-delayed trips. If you’re eyeing a big trip this year, here’s some good stuff to help you enjoy your time like a seasoned traveler.

Quarterly Market Insights – July 2025

Retirement PlanningBy WordPress AdministratorJuly 8, 2025

Markets rose in the second quarter of 2025 as investors witnessed the new U.S. trade policy’s impacts unfold, while tensions continued in the Middle East.

Monthly Market Insights – June 2025

Retirement PlanningBy WordPress AdministratorJune 5, 2025

Stocks notched solid gains in May as investors cheered progress on trade deals and upbeat first-quarter corporate reports.

Monthly Market Insights – May 2025

Retirement PlanningBy WordPress AdministratorMay 7, 2025

U.S. Markets Stocks were mixed as buyers emerged late in the month, thanks to solid corporate reports and unexpected trade news. The Standard & Poor’s 500 Index declined 0.76 percent…

The Navigator: Retirement Insights – Spring 2025

Retirement PlanningBy WordPress AdministratorApril 23, 2025

Learn how muni bonds work, what’s changing at airport security, and ways to build better habits for retirement and beyond.

Quarterly Market Insights – April 2025

Retirement PlanningBy WordPress AdministratorApril 8, 2025

U.S. Markets Stocks fell in the first quarter as investors contended with economic uncertainty, inflationary concerns, and evolving tariff talks. The Standard & Poor’s 500 Index slid 4.59 percent, while…

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