Calculators

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Welcome to Lighthouse Agency, Inc.

At Lighthouse Agency, Inc., we provide clear, dependable guidance for every stage of life. As a financial firm, we help clients make confident decisions about investments, Medicare, retirement planning, and insurance—so they can protect their health, prepare for what's ahead, and plan with confidence.

Featured Service

Investment Services

Build a financial strategy designed around your goals, your timeline, and your future.

Explore Investments

Featured Service

Medicare Solutions

Review Medicare options and access tools that help you find coverage aligned with your healthcare needs.

View Medicare Options Medicare Questionnaire

Additional Coverage

Insurance Options

Access trusted partner resources for health and dental coverage with quick, convenient online tools.

Health Insurance Dental Coverage Auto & Homeowners Insurance

Newsletters

Navigating Medicare Open Enrollment

Reviews annual enrollment dates and options for Medicare participants.

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Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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Life Insurance for Two

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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Calculators

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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