Lighthouse Investor Services

Welcome to our Web site -- an information resource designed to help you learn more about personal finance. Click around and you'll find a variety of financial tools. There are financial calculators that can help you get a clearer picture of where you stand and where you're headed. There is a research library and newsletter articles on a wide range of financial topics. You can even request a quote for an insurance or investment product. And check back often, because we're constantly adding new material. If you have a specific question or want more information, click on Contact Us, drop us an e-mail message at service@lighthouseinvestor.com or call us at (763) 525-4060. We're ready to help.

Calculators

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

More Calculators →

Newsletters

How a Family Limited Partnership Can Power an Estate Plan

A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.

A New Year, A New Opportunity to Save with a 529 Plan

This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.

HOT TOPIC: Should You Worry About Market Volatility?

On August 5, 2024, the S&P 500 dropped 3% from its previous close but bounced back quickly. This article explains why investors would be wise to tune out the noise of market volatility.

Do You Have Enough Life Insurance?

Life insurance needs change over time. This article presents five guidelines to help determine an appropriate amount of life insurance coverage.

More Newsletters →

About Us

3655 Ximines Lane North
Plymouth, MN 55441-1497

Phone:

(763) 525-4060 ~ (866) 875-4060
Fax: (763) 525-3999

Rmahlum @lighthouseinvestor.com
service @lighthouseinvestor.com
Map and Directions

Learning Center

Articles

Educate yourself on a variety of financial topics.
Calculators

A host of financial tools to assist you.
Newsletters

Timely Newsletters to help you stay current.
Glossary

Financial terms from A to Z.
Tax Library

Manage your taxes and prepare for the upcoming tax season.
Videos

Short animations that focus on a variety of financial topics.
Flipbooks

These magazine-style flipbooks provide helpful information.

Rick is licensed to sell Insurance Products in the following states: Minnesota

Rick is registered to sell Securities in the following states: California, Colorado, Illinois, Iowa, Minnesota and Wisconsin.

Registered Principal offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker/dealer and investment advisor. Member FINRA / SIPC.

Lighthouse Investor Services and IFGare unaffiliated entities.

Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.