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.

IRA Eligibility

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

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Life Insurance

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

Loan Payoff

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

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Mutual Funds: What’s in Your Portfolio?

Mutual funds offer a convenient way to invest across a wide range of market activity. This article provides an overview of different types of mutual funds in order of typical risk.

HOT TOPIC: What’s Happening in the World of Higher Education?

This article covers the decline in college enrollment, recent developments in student debt and financial aid, and tips for making cost-effective decisions.

HOT TOPIC: Will Artificial Intelligence Upend the American Workforce?

This article discusses the race between tech companies to monetize AI and how widespread adoption might affect workers, the economy, and society in general.

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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