Commentary, Education & Resources
In this section of our website you will find links to access the most recent news and commentary reports.
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“Helping you feel confident and secure about your future is at the heart of what we do.”
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Coronavirus and the Market LFS Before You Claim Social Security Your SS benefits & Provisional Income Try the Bucket Approach The Retirement Mindgame Stop Procrastinating About Your Financial Plan The Sequence of Returns Certain Uncertainties in Retirement LFS A Bucket Plan to Go with Your Bucket List LFS Creating a Retirement Strategy LFS The Sequence of Returns Risk LFS 2
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“Compass Check” Commentary request by email
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Retirement Resources
“At Lighthouse Financial Strategies We Specialize In Retirement Income Planning.”
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For additional retirement resources check out our Navigating Retirement page
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For additional information about Income Distribution planning check out our Retirement Income Strategy page.
“The Retirement You Dream About Begins With A Plan.”
What if the Stock Market Dropped 20%?
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This material and all information shown, including any examples, is provided for educational purposes only and does not constitute tax, legal, or other individualized advice. While the information contained herein has been obtained from sources deemed reliable, Lighthouse Financial Strategies or Cambridge Investment Research cannot be held responsible for any direct or indirect loss resulting from the application of the information provided here. Individuals should consult a qualified tax professional or attorney regarding their specific situation.
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