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Top Four Wealth Management Strategies

Embarking on a journey towards financial well-being requires guidance, foresight, and a touch of creativity. At Lighthouse Financial, we combine...
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Unlocking the Power of Annuities for a Brighter Retirement

Navigating the journey towards retirement can often feel overwhelming and filled with uncertainty. At Lighthouse Financial, where relationships and professional...
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Real Estate Investment Management: Maximizing Returns in the Property Market

Navigating the property market can be complex, but with our dedicated team, we turn complexities into opportunities. At Lighthouse Financial,...
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Retirement Savings Vs. Retirement Investments: Understanding The Difference

Navigating the path to a fulfilling retirement can feel like charting a course through uncharted waters. At Lighthouse Financial, we...
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Jobs Report Not Too Hot, Not Too Cold

Stocks opened mixed this morning as traders parse fresh data on the economy (see below). The rally in place since...
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Stocks Dragging

Stocks opened lower this morning and I’ve heard several theories to explain it. First, the market can’t keep going up...
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What You Need To Know about Tax Planning and Wealth Preservation

Tax planning and wealth preservation are crucial aspects of personal financial planning, and understanding how to navigate them can have...
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Waiting for Godot

We’re seeing broad-based gains across asset classes this morning. Stocks opened modestly higher (S&P 500 +.1%). Bonds are in rally...
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How To Achieve Your Financial Goals With Lighthouse Financial

When planning for your financial future, having a trusted partner by your side makes a world of difference. At Lighthouse...
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Tax-Efficient Retirement Planning With Lighthouse Financial

When it comes to planning for retirement in Brea, CA, considering the impact of taxes is crucial to ensure you...
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Resetting Interest Rate Expectations

Both stocks and bonds opened higher this morning after falling more than 1% in yesterday’s session. A hotter-than-expected inflation report...
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A Guide To Preparing Your Finances for the 2023 Tax Season

As the 2023 tax season approaches, families must take proactive steps in preparing their finances. Lighthouse Financial is here to...
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