Lighthouse Financial Advisors TX

Planning for the Arrival of a Child: Embracing Life’s Surprises and Financial Preparedness The journey to parenthood is unpredictable, but embracing change and staying adaptable can make the experience more manageable and enjoyable. As you prepare for the arrival of your little one, remember that no financial plan is foolproof.

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Today, on International Women's Day, we celebrate the incredible women who embody what it means to be a CERTIFIED FINANCIAL PLANNER® through their talent, professionalism and compassion.

In recent years, we've witnessed all-time highs in the number of new female CFP® professionals. CFP Board is committed to advancing the inclusion of women in the profession for years to come.

Experienced a Major Life Event? It’s Time to Review Your Estate Plan Recent events have accelerated discussion around estate planning and end-of-life preferences. But we don’t need to wait for a world event to review our estate plans – personal life events matter, too.

It's Gotta Be A CFP® FIND YOUR CFP® PROFESSIONAL

Financial planning isn't a checklist, it's a comprehensive roadmap guiding you through life's various stages. Ensure your plan accounts for these nine financial areas explained by CFP Board Ambassador Charles Sach, CFP®. Learn more below and on our website! https://loom.ly/eZtT3FA

How to Get the Most Out of Your Money While Traveling Internationally Traveling internationally is a popular activity! It’s an opportunity to unplug from your daily routine and experience different international culture and unique cuisines. But having a great trip without breaking your finances requires a lot of research and planning. Whether you’re traveling solo...

Summer is a great time to take a look at the budget and find a system that works for you.

The 4 Best Budgeting Apps to Get Your Finances in Order We did the math to see which ones are the easiest to stick to.

Summer is a great time to evaluate your finances. Whether you’re looking to create a vacation budget or meet with a CFP® professional for the first time, this month’s newsletter can help you get started. https://bit.ly/3OCZ41u

5 Best Investment Strategies For A Volatile Market Rising interest rates and market volatility have investors concerned. It’s important to consider tools to avoid emotional investing decisions. Click to learn how to trade a volatile market.

Financial Planning Tips for Millennial and Gen Z Women After working in the financial planning profession for 15 years and working with many women and couples on their financial journeys, I know that women typically have different needs and challenges when it comes to money.

November started off on a strong note, helped by positive corporate earnings surprises, but reports of a new COVID-19 variant caused turbulence in the markets.

Monthly Market Insights | December 2021 Reports of a new COVID-19 variant in late November roiled markets as a wave of selling erased the month’s earlier gains.

A strong corporate earnings season renewed investor enthusiasm for stocks and propelled the market to healthy gains in October.

Monthly Market Insights | November 2021

In September, stocks hit some turbulence, turning cautious amid slowing economic growth and policy debate in Washington.

Monthly Market Insights | October 2021 The stock market hit a pocket of turbulence in September, with investors turning cautious amid Delta variant infections, slowing economic growth and ongoing policy debate in Washington.

Are you worried about outliving your retirement savings? You are not alone.

My Retirement Savings Estimate how long your retirement savings may last using various monthly cash flow rates.

In August, stocks rallied, fueled by an improving labor market, strong corporate earnings, and clarity on Fed tapering plans.

Monthly Market Insights | September 2021 Signs of an improving labor market, strong corporate earnings, and more clarity from the Fed on its tapering plans propelled stocks to multiple record highs during August.

Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to qualify. Read more here:

The Basics of Medicare Learn all about Medicare basics in this informative and insightful article.

Are you ready to solve a credit report crime with John Q. Gumshoe? Grab your magnifying glass and click here to learn more.

How to Read Your Credit Report Solve a mystery while learning how important your credit report is with this story-driven interactive.

How many ways can you pay for college? Loans, grants, savings and investments, to name a few.

Saving for College This calculator can help you estimate how much you should be saving for college.

How do you analyze different investments? There is no easy answer and there’s a lot to know.

Types of Stock Market Analysis Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

Buying a home may be your largest financial commitment. Which loan is best for your situation?

Fixed or Variable Mortgage, Which Should You Pick? When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Self-employed? Learn more about your retirement plan options.

Self-Employed Retirement Plans Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Have you considered how long-term-care costs could affect your retirement budget? Find out more.

Long-Term-Care Needs Determine your potential long-term care needs and how long your current assets might last.

[Video] Agent Jane Bond wants you to know about the basics of the .

Jane Bond: Infiltrating the Market Agent Jane Bond is on the case, cracking the code on bonds.

Your home mortgage interest may be deductible. Do you itemize your deductions?

Home Mortgage Deduction Use this calculator to assess the potential benefits of a home mortgage deduction.

Bi-weekly mortgage payment can potentially accelerate your mortgage payoff. Sound interesting?

Bi-Weekly Payments This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

The Consumer Price Index has shown low inflation since '09. Are your prices rising faster?

Historical Inflation This calculator shows how inflation over the years has impacted purchasing power.

Do you have the proper estate management documents in place? Ignoring it isn't sound strategy.

Estate Management Checklist Is your estate in order? This short quiz may help you assess your overall strategy.

You’ll need to weigh several factors before retiring abroad.

Thinking of Retiring Abroad? However exciting retiring abroad may sound, it deserves considerable planning.

In July, stocks notched a solid gain despite higher inflation and new COVID-19 cases.

Monthly Market Insights | August 2021 Last month, the stock market posted a solid gain, overcoming investors’ fears of higher inflation and an increase in COVID-19 cases.