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.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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Anticipating Inflation?

One way to help protect a bond portfolio from a potential spike in inflation is by investing in Treasury inflation-protected securities.

Bracing for Potential Cybersecurity Threats

Understanding cyber security threats and some tips to help small businesses defend their data and protect their interests.

A Roadmap for Your Family

A letter of instruction has no formal legal status, but it could be just as important as a legal will to help settle an estate.

Indexed Annuities

The benefits and risks of indexed annuities, including ways in which return rates are calculated.

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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