Lighthouse Wealth Group

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Lighthouse Wealth Group Lighthouse Wealth Group is a boutique wealth management firm serving business owners, women investors, and pre-retirees.

We specialize in retirement planning, tax-efficient investment strategies, business exit planning, and generational wealth planning. As advisors, our specialty is providing conservative, confidential, and comprehensive investment advice to our clients- in order to help them effectively and efficiently save for retirement, mitigate taxes, and transfer their wealth. What Our Team Does For You...
Retirement Planning
Professional Investment Management
Estate Planning Strategies
Insurance Planning
College Savings Plans

Medicare enrollment gets discussed as a health insurance decision. For a lot of my clients, it's a tax decision.Medicare...
10/23/2026

Medicare enrollment gets discussed as a health insurance decision. For a lot of my clients, it's a tax decision.

Medicare sets your Part B and Part D premiums using income from two years back. Your 2025 return determines what you pay in 2027.

The surcharges are cliffs, not slopes. One dollar past a threshold moves you into the next tier for a full year — and it applies to each spouse separately. If 2025 included a business sale, a large Roth conversion, or concentrated gains, that bill may be waiting.

There's a remedy most people never hear about. If you've since retired, sold the business, or materially cut your hours, Form SSA-44 lets you ask Social Security to use current income instead.

www.lighthousewealthgroup.com

Three days away. Here is what we are covering Thursday in Access Granted, our free one-hour webinar:What private markets...
10/19/2026

Three days away. Here is what we are covering Thursday in Access Granted, our free one-hour webinar:

What private markets are, without the jargon
Why access is expanding for individual investors
The potential benefits, and the trade-offs worth understanding first
Questions to bring to your own plan
Plus your questions, live. Thursday, October 22, 3:00 to 4:00 p.m. CT on Zoom.

Register for the webinar: https://ow.ly/I2Pq50ZPraT

The Medicare packet arrived a few weeks ago. Most people skim it and set it down.Here's what that costs: if you do nothi...
10/15/2026

The Medicare packet arrived a few weeks ago. Most people skim it and set it down.

Here's what that costs: if you do nothing between October 15 and December 7, you are not keeping your plan. You're being enrolled in next year's version of it — new formulary, new network, new premium.

The drug you've taken for a decade may have moved to a higher tier. Your cardiologist may no longer be in network. People usually find out in February, at the pharmacy counter.

Open the envelope. Compare it against the prescriptions you actually fill and the doctors you actually see.

www.lighthousewealthgroup.com

One week from tomorrow: Access Granted, our free webinar on private markets.Access to private markets is expanding, but ...
10/14/2026

One week from tomorrow: Access Granted, our free webinar on private markets.

Access to private markets is expanding, but access is not the same thing as fit. Longer lockups, different fees, eligibility rules. None of that makes these investments good or bad. It makes them worth understanding first.

One hour, plain English, no sales pitch. Thursday, October 22, 3:00 to 4:00 p.m. CT on Zoom.

Register for the webinar: https://ow.ly/hSNf50ZPr6C

If the markets have felt a little jumpy lately, you're not imagining it, and you're not alone. Midterm election years ha...
10/10/2026

If the markets have felt a little jumpy lately, you're not imagining it, and you're not alone. Midterm election years have historically been bumpier than most.

Since 1970, the median volatility of the S&P 500 in midterm years has been nearly 16%, compared with 13% in all other years. October has stood out the most, at 19.9% versus 12.3% in non-midterm years.

Swings like these can be unsettling, but they've been a normal part of the cycle. Keeping your plan, rather than the headlines, at the center of your decisions can make the ride a lot easier.

If you'd like to talk through how your plan is positioned, we're here. Learn more about our team at www.lighthousewealthgroup.com

Before anyone puts a dollar into private markets, a few questions are worth asking.How long is your money locked up? Wha...
10/08/2026

Before anyone puts a dollar into private markets, a few questions are worth asking.

How long is your money locked up? What are the fees? Who is eligible? And how would it fit the plan you already have?

If you would like help thinking those through, that is exactly what our free webinar is for. Access Granted, Thursday, October 22, 3:00 to 4:00 p.m. CT on Zoom. One hour, plain English, no sales pitch.

Register for the webinar: https://stewardpartners.zoom.us/webinar/register/1717866239558/WN_Fx819qVPScS31sqDyOW2wQ

October has a reputation for choppy markets, and midterm election years can add some extra noise to the headlines. If th...
10/06/2026

October has a reputation for choppy markets, and midterm election years can add some extra noise to the headlines. If the swings have you uneasy, a little history may help.

Since 1950, the S&P 500 has averaged a 15.4% price return in the year following a midterm election, nearly twice the 7.8% average for all other years. Every cycle is different, and elections are just one of many factors that move markets, but the long view tends to be calmer than the daily news.

Past results are not predictive of future returns.

If you'd like to talk through how your plan fits into the bigger picture, we'd be glad to connect. Learn more about our team at www.lighthousewealthgroup.com

10/05/2026

Is your retirement plan written down, or is it in your head?

In this clip from our Retirement By Design webinar, we explain why that difference matters. A written plan keeps both spouses informed and on the same side of the table. And when a big question comes up, like buying a vacation home in retirement, you can run it against the plan instead of guessing.

The full replay walks through the rest: longevity, healthcare costs, your retirement vision, and savings checkpoints.

Watch the full replay: https://ow.ly/ILBL50ZPTY2

Have you noticed everyone is suddenly talking about private markets?Your news feed, your friends, maybe even your neighb...
10/02/2026

Have you noticed everyone is suddenly talking about private markets?

Your news feed, your friends, maybe even your neighbor. Investments that used to be reserved for institutions are becoming available to individual investors. That can mean more choices, and it definitely means more homework.

Join us Thursday, October 22 for Access Granted, a free one-hour webinar. What these investments are, the potential benefits, and the trade-offs worth understanding first. 3:00 to 4:00 p.m. CT on Zoom.

Register for the webinar: https://stewardpartners.zoom.us/webinar/register/1717866239558/WN_Fx819qVPScS31sqDyOW2wQ

Address

2550 Meridian Boulevard #200
Franklin, TN
37067

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+16296547190

Website

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