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Lighthouse Wealth Management
Lifestyle | Tax Planning

Cheat Sheet: How to Reduce Your Taxes (Part II)

January 5, 2021 by Tom Kozlowski, CFP®

Over the last three years, thousands of pages of tax code have been written – or, should I say, rewritten. The bulk … Read More

Lifestyle | Tax Planning
Cheat Sheet: How to Reduce Your Taxes (Part I)

Over the last three years, thousands of pages of tax code have been written – or, should I say, rewritten. The bulk … Read More

December 7, 2020 0
Financial Planning | Lifestyle
Four Seemingly Non-Financial Decisions That Are Actually Financial Decisions

What decisions can have the most impact on your life? How much education you get. Education is expensive and the cost continues … Read More

November 2, 2020 0
Economics | Lifestyle
7 Thoughts for Rough Economic Times

Navigating economic downturns is personal. The economic stress caused by the pandemic has been unique and varying. To put it simply, this … Read More

October 5, 2020 0
Financial Planning | Investment Management
Why Is Diversification Important?

Diversification is a word closely associated with investing, and its importance cannot be overstated right now. Diversification is the process of allocating … Read More

September 1, 2020 0
Debt Management | Lifestyle
Debt is a Four-Letter Word!

At least that’s how many people feel about debt.  But debt can be a good thing! Lending & borrowing increase the overall money … Read More

August 3, 2020 0
Insurance | Lifestyle
Mitigate Your Risk

Hopefully you’re finding extra time this summer to spend with family, tackle home projects, and refresh your financial plan. A good place … Read More

July 7, 2020 0
Lifestyle | Money Management
Been There, Decided That

Helpful questions to ask yourself before making a major financial decision Major financial decisions can have a profound impact on our lives, … Read More

June 18, 2020 0
Estate Planing | Financial Planning
Don’t ‘Set It and Forget It’

Reasons to update your estate documents So, your estate documents have finally been prepared (yay!). At a minimum, that means you have: … Read More

April 29, 2020 0
Financial Planning | Money Management
8 Signs You Need a Professional

If you can relate to the list below, it’s time to talk to a financial advisor. You have excess cash on a … Read More

April 7, 2020 0
Financial Planning | Tax Planning
Leave the stretching for yoga class

Last Gift Under the Tree While many of us enjoyed the peak of holiday festivities with family and tried to avoid whatever … Read More

March 6, 2020 0

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164 West Main Street, Suite F

New Market, MD 21774

(ph) 301.865.9740

(fx) 301.865.9741

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Lighthouse Wealth Management is registered as an investment advisor with Securities and Exchange Commission. Lighthouse Wealth Management only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. ​This site is for informational purposes only and does not constitute an offer to sell, or a solicitation of an offer to buy, any security which may be referenced herein. We suggest that you consult with your financial or tax advisor with regard to your individual situation. ​This site has been published in the United States for residents of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered, or are exempt from registration.

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  • Home
  • About
    • Our Firm
    • Team
    • Compass Program
    • History
  • Resources
    • New Client Process
    • Client Links
    • Tax Center
    • Stimulus Plan
      • Tax Changes
      • Retirement Accounts
      • Payments to Americans
      • Self-Employed / Small Biz
      • Unemployed Resources
      • Articles and Links
  • Form CRS
  • Blog
  • Events
  • Contact