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.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Life insurance proceeds are generally tax-free. But not in all cases.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Lifestyle considerations in creating your retirement portfolio.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
This calculator demonstrates the power of compound interest.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help determine whether it makes sense to refinance your mortgage.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your capital gains tax.
Use this calculator to compare the future value of investments with different tax consequences.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Taking your Social Security benefits at the right time may help maximize your benefit.
Around the country, attitudes about retirement are shifting.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Make your retirement as exciting as your next vacation.