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 Plan Early Distribution

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

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Lease Payment

How much would your monthly lease payment be?

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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.

International Investing: Opportunities Overseas?

Investing in emerging markets and developing economies has both risks and opportunities.

Going Public

A discussion on the initial public offering (IPO) process, recent trends, and investment risks.

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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