Fixed Indexed Annuities
Life insurance isn’t for those who have died—it’s for those who are left behind. When shopping for life insurance, consider needs such as...
Transition Planning
Whether your farm or ranch has been around for several generations or you’re a first-generation farmer, we’re here to help you plan what happens...
Business Owners
If you’re a business owner, finding the right financial professional can save you thousands of dollars on day-to-day business planning and...
Family Financial Council Meetings
Discussing family finances can be a difficult and overwhelming process. That’s why at Lighthouse Financial & Tax, we offer Family Financial...
Life Insurance
Life insurance isn’t for those who have died—it’s for those who are left behind. When shopping for life insurance, consider needs such as...
Social Security
When is the right time for you to start taking Social Security benefits? You certainly have options and you’ve probably already heard talk about...
Wealth Accumulation
Time doesn’t stand still, and neither does money. That’s why you can use time to your advantage when investing for wealth accumulation. The longer...
IRA Legacy Planning
IRA accounts have become one of the largest types of assets inherited by beneficiaries. If you don’t anticipate needing your IRA money in...
Long Term Care
As the oldest Baby Boomers begin to wind through their 60s, one of the biggest concerns may not be outliving income, but outliving good health. We...
Trusts
There are many different types of trusts, and they can be complex to set up and execute. However, a trust can be a very flexible and advantageous...
Retirement Income Strategies
These days people are living longer. Thanks to new prescription drugs and medical technology, it’s not unusual for someone retiring at age 65 to...
Charitable Giving
Creating a charitable gift giving plan may provide you with multiple tax breaks: an income tax deduction, the avoidance of capital gains on highly...
Asset Protection
Because the market does not provide security, you may want your financial strategies to include some secured income products. For example...
Tax Reduction Strategies
Rising taxes are a concern for many individuals approaching retirement. It’s important to incorporate tax planning into your financial...
IRA & 401(k) Assets
Rolling over from one qualified plan to another qualified plan allows your money to continue growing tax-deferred until you receive distributions...
Estate Planning
Estate planning is simply determining (while you’re still alive) where your assets should go after you die. Without a properly structured estate...
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