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.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Estate Taxes

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

Car Affordability

How much can you afford to pay for a car?

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

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If You Don’t Have a Will Yet, Why Not?

Although 64% of Americans think having a will is important, only 32% have one. This article looks at reasons people don’t have a will and why they need one regardless of the reason.

Financial Safety Nets: Exploring Available Sources of Emergency Funds

Nearly 60% of U.S. adults are uncomfortable with their level of emergency savings. Here are some potential ways to access funds.

Eight Ideas for Smarter Holiday Shopping

Whether shopping online or hitting the mall this holiday season, these tips might help save time and money.

Making the Most of Your Credit Card

Credit cards are being used more than ever. This article offers suggestions for choosing and using a credit card.

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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