Lighthouse Capital Associates
Lighthouse Capital Associates is a financial management firm that has been servicing clients in Western New York and beyond since 2003. We provide services to individuals and businesses that include financial planning, investing, insurance planning, and estate planning, providing complete wealth management.
Our relationship with our broker-dealer SagePoint Financial gives us access to high quality services which allows us to provide suitable solutions for you and your family. To get more information about how we can help you, click the link below to schedule a complementary financial assessment.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
At what point can you call a personal vehicle commercial?
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
A change in your mindset during retirement may drive changes to your portfolio.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help you estimate how much you may need to save for retirement.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How will you weather the ups and downs of the business cycle?
When markets shift, experienced investors stick to their strategy.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Around the country, attitudes about retirement are shifting.
For women, retirement strategy is a long race. It’s helpful to know the route.
Would you guess that Millennials are effectively saving for retirement? Well, they are.