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.

Lease Payment

How much would your monthly lease payment be?

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Car Affordability

How much can you afford to pay for a car?

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HOT TOPIC — Business Tax Breaks: Impact on Earnings and the Economy

An overview of the tax changes affecting corporations and pass-through businesses and the potential implications for GDP growth.

Settling an Estate

Settling an estate can be a difficult and time-consuming job as there are some specific duties that often fall on an executor.

Why Hold Money Market Mutual Funds?

Why investors still hold money market mutual funds despite low returns.

Options for Inherited IRAs

Here is an overview of IRA distribution rules and options for surviving spouses and nonspouse beneficiaries.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck