Lighting your way toward financial security
    • Home
    • About Us
      • Lighthouse Financial & Tax
      • James D. Kersey
    • Our Services
      • Estate Planning
        • Charitable Giving
        • Estate Planning
        • Family Financial Council Meetings
        • Trusts
      • Financial Planning
        • Asset Protection
        • Life Insurance
        • Fixed Indexed Annuities
        • Wealth Accumulation
      • Retirement Planning
        • IRA Legacy Planning
        • IRA & 401(k) Assets
        • Long Term Care
        • Retirement Income Strategies
        • Social Security
      • Tax Planning
        • Business Owners
        • Tax Reduction Strategies
    • Insight
      • Estate Planning
      • Financial Tips
      • Investment
      • Managing Healthcare Costs
      • Retirement
      • On the Mark
    • Contact Us
      • Getting Started
      • Client Portal
    • Get in Touch

    Lighting your way toward financial security
    Close
    • Home
    • About Us
      • Lighthouse Financial & Tax
      • James D. Kersey
    • Our Services
      • Estate Planning
        • Charitable Giving
        • Estate Planning
        • Family Financial Council Meetings
        • Trusts
      • Financial Planning
        • Asset Protection
        • Life Insurance
        • Fixed Indexed Annuities
        • Wealth Accumulation
      • Retirement Planning
        • IRA Legacy Planning
        • IRA & 401(k) Assets
        • Long Term Care
        • Retirement Income Strategies
        • Social Security
      • Tax Planning
        • Business Owners
        • Tax Reduction Strategies
    • Insight
      • Estate Planning
      • Financial Tips
      • Investment
      • Managing Healthcare Costs
      • Retirement
      • On the Mark
    • Contact Us
      • Getting Started
      • Client Portal
    • Get in Touch

    Retirement

    HomeRetirement

    Fed Rate Cuts: Three strikes or third time’s the charm?

    December 2, 2019 by Lighthouse Financial & Tax 0
    Fed Rate Cuts: Three strikes or third time’s the charm?

    Key Takeaways The Federal Reserve (Fed) cut rates for the third time this year. Historically, three rate cuts have been the sweet spot for stocks. The Fed rate cuts have improved investor sentiment and “un-inverted” the yield curve, quieting...

    Read more

    Is the Bond Market Signaling a Recession?

    March 31, 2019 by Lighthouse Financial & Tax 0
    Is the Bond Market Signaling a Recession?

    Is the Bond Market Signaling a Recession? The bond market has once again captured headlines, with concerns focused on a potential inversion in the yield curve. An inverted yield curve, defined broadly as short-term bonds paying more than...

    Read more

    3 New Year’s Resolutions to Get Your Retirement Plan Back on Track

    January 10, 2017 by Lighthouse Financial Tax 0
    3 New Year’s Resolutions to Get Your Retirement Plan Back on Track

    It’s a new year, and for most people that means looking to the future and making resolutions. If you’re like the 64 percent of Americans who worry about retirement, you may want to think about what you can do in 2017 to make sure your retirement...

    Read more

    2 Tips for Maximizing Your Roth IRA Legacy

    December 9, 2016 by Lighthouse Financial Tax 0
    2 Tips for Maximizing Your Roth IRA Legacy

    Have you used a Roth IRA as a savings vehicle to accumulate assets for retirement? If so, you’re not alone. In recent years, the Roth IRA has become an especially popular savings tool, primarily because of its unique tax advantages. With a...

    Read more

    Why Working Past Retirement Age May Not Be a Viable Option

    November 21, 2016 by Lighthouse Financial Tax 0
    Why Working Past Retirement Age May Not Be a Viable Option

    Worried about having enough money in retirement? You have company. According to Gallup’s 2016 study of top financial worries in the United States, 64 percent of Americans said they’re concerned about being able to afford retirement. That’s a...

    Read more

    How Will You Pay for Long-Term Care?

    November 10, 2016 by Lighthouse Financial Tax 0
    How Will You Pay for Long-Term Care?

    It’s an unpleasant reality for many retirees. According to the U.S. Department of Health and Human Services, nearly 70 percent of people turning age 65 will need long-term care at some point in their lifetime.1 Many will need care for several...

    Read more

    Roth Conversions: 4 Questions to Ask Yourself

    October 25, 2016 by Lighthouse Financial Tax 0
    Roth Conversions: 4 Questions to Ask Yourself

    In 2010 the IRS changed its income limitations on a strategy known as a Roth conversion, which is the process of transitioning funds from a traditional IRA into a Roth IRA. Prior to that point, you could execute a Roth conversion only if your...

    Read more

    Is a Roth Conversion Right for You?

    September 26, 2016 by Lighthouse Financial Tax 0
    Is a Roth Conversion Right for You?

    If you’re like many retirees, much of your retirement assets are in a qualified account such as a 401(k) or a traditional IRA. As pensions have become less common and workers have become more responsible for funding their own retirement...

    Read more

    Thought for the Week- 9/23/16

    September 23, 2016 by Lighthouse Financial Tax 0
    Thought for the Week- 9/23/16

    Unemployment and inflation have dramatically improved, so many investors were expecting to see the Fed adjust interest rates accordingly throughout the year. Read More Here

    Read more

    Thought for the Week- 9/16/16

    September 16, 2016 by Lighthouse Financial Tax 0
    Thought for the Week- 9/16/16

    The risk/return relationship is as fundamental to our world as gravity, and anyone or anything offering you big returns with no risk is bad news. Read More Here

    Read more

    4 Ways to Earn Supplemental Income in Retirement

    September 12, 2016 by Lighthouse Financial Tax 0
    4 Ways to Earn Supplemental Income in Retirement

    For the past 16 years, Gallup has conducted an annual study surveying working Americans about their top financial concerns. In every survey, the No. 1 concern has been “not having enough money for retirement.” In the 2016 edition, 64 percent of...

    Read more

    Thought for the Week- 9/9/16

    September 9, 2016 by Lighthouse Financial Tax 0
    Thought for the Week- 9/9/16

    Long-term government bonds have been on a tear, but the lessons from Pascal tell us to proceed with caution. Read More Here

    Read more
    123…

    Search

    Categories

    • Estate Planning
    • Financial Tips
    • Investment
    • Managing Healthcare Costs
    • On the Mark
    • Retirement
    • Thought For The Week
    • Uncategorized

    Services

    • Asset Protection
    • Business Owners
    • Charitable Giving
    • Estate Planning
    • Family Financial Council Meetings
    • Fixed Indexed Annuities
    • IRA & 401(k) Assets
    • IRA Legacy Planning
    • Life Insurance
    • Long Term Care
    • Retirement Income Strategies
    • Social Security
    • Tax Reduction Strategies
    • Trusts
    • Wealth Accumulation

    Representatives registered with and offer only securities and advisory service through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC. Lighthouse Financial & Tax and PlanMember Securities Corporation are independently owned and operated. PlanMember is not responsible for ancillary products and services offered by this representative or Lighthouse Financial & Tax.

    CA Insurance License #0590787

    Advisors must be properly registered in the state where you live in order to conduct securities related business with you. A response to your request for information might be delayed in order to assure our compliance with this regulation. No information provided on this site is intended as a solicitation to buy or sell any security.

    The investments and services mentioned may not be available in every state. No security will be offered or sold to any person, in any state in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions.

    Our primary regulator, FINRA, provides numerous investor education materials. One resource is BrokerCheck, which provides information about firms and financial advisors.

    • Facebook
    • LinkedIn
    Lighthouse Financial & Tax © All Rights Reserved | by ND

      Sending ...Sending ...