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.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.

Car Affordability

How much can you afford to pay for a car?

Lease Payment

How much would your monthly lease payment be?

Roth IRA Conversion

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

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Online Shopping in the Tariff Era

Even small online purchases that are shipped from outside the United States must now pass through customs — and are likely to incur duties.

HOT TOPIC: Mining Maelstrom: Why Rare Earths Are Making Headlines

Outside scientific and national security arenas, many people may not understand the importance of rare- earth minerals. This article helps demystify these critical natural resources.

HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act

This article looks at the Fed’s dilemma in setting monetary policy to address slowing employment with rising inflation, and the potential effects of lower rates on businesses and consumers.

Avoiding Probate with a TOD Deed and TOD Account

In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.

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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