Women and college debt

Our experienced financial planners often help parents tackle the arduous task of saving for college, so a recent study from the American Association of University Women caught our attention.  (more…)

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The Lighthouse difference: Community Service

Here at Lighthouse, we don’t just work to build a financial-management firm. We also work to build a community of people who appreciate the joy that often comes from wise financial stewardship and from sharing our resources with others. One way we build the community that has made our firm unique is through volunteer service. […]

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Teen’s app shows political money flow

As the old saying goes, “Money talks” — and now, thanks to a teenager who isn’t even old enough to vote, it’s easier to see just how much of that talking might influence public policies. Thousands of people are embracing “Greenhouse,” a browser plugin developed by Nicholas Rubin, 16, of Seattle. (more…)

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Denver Rescue Mission Flickr Creative Commons

Volunteers needed! Join us.

Since 1892, Denver-area volunteers have helped the Denver Rescue Mission — including our employees and clients. Lighthouse is returning again this year as part of our volunteer service. Please join us! (more…)

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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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Making money work harder for retirement

When planning for retirement, people naturally think about the big things – arranging sufficient income, amassing enough savings, investing so that you don’t outlive your money, managing forms of risk. All of this is essential – and yet there are also relatively small financial adjustments people can make at mid-life that may pay off significantly […]

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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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Live the retirement you’ve imagined

Financially, how might retirement differ from your expectations? To some degree, it will. Just as few weather forecasters can accurately predict a month’s worth of temperatures and storms, few retirees find their financial futures playing out as precisely as they assumed. That’s one of the chief reasons we’re passionate about helping people plan for retirement.  […]

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