Lighthouse Financial LLC

To Retire, or Not to Retire? For some of us, the coronavirus pandemic has complicated the question of when to retire. As Yahoo! Finance reports, a Harris Poll study conducted […]

This Year, There Is More Incentive to Givet When the Coronavirus Aid, Relief, and Economic Security (CARES) Act became law in March, it broadened charitable tax deduction opportunities. These special […]

Most Americans Think They Will Work in Retirement A life of leisure? That may not be what retirement looks like for baby boomers and Gen Xers—and in fact, it may […]

Are Vehicle Costs Blocking the Road to Retirement? Logically, investing tens of thousands of dollars toward retirement may make more sense than adding an equivalent amount of consumer debt here […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]