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.

Disability Income Insurance

How much Disability Income Insurance do you need?

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.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

More Calculators →

ETFs Are Closing the Gap with Mutual Funds

Investor demand for exchange-traded funds (ETFs) has increased rapidly over the last decade due to attractive features that set them apart from mutual funds.

Grocery Games: Strategies to Help Stretch Your Food Budget

Food prices have risen more than 22% since the beginning of 2020, but shopping strategically might help households spend less on groceries.

Are You Missing the Bull’s-Eye with a Target-Date Fund?

Two out of three 401(k) participants have assets in a target-date fund, but many may not fully understand how these “all-in-one” funds work.

A Critical Combo: Life Insurance with Long-Term Care Benefits

Although long-term care insurance is typically a “use-it-or-lose-it” proposition, these alternatives can help pay for care if it’s needed or provide a death benefit for beneficiaries if it’s not.

More Newsletters →

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck