Lighthouse Wealth Advisors of Charleston, LLC

Lighthouse Wealth Advisors of Charleston, LLC Providing Independent Fiduciary Guidance on Investments, Retirement Planning, and Insurance. Third Independent Fiduciary Advice on Investments and Insurance.

www.finra.org and www.sipc.org member FINRA and SIPC. For a list of states in which I am/we are registered to do business, please visit www.lighthousewealthadvisorsofcharleston.com

What can a fairy tale teach us about goal-setting success? Watch our video and find out.
09/02/2026

What can a fairy tale teach us about goal-setting success? Watch our video and find out.

Do you know how to set up your financial goals for success? This knight does.

Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenario...
08/31/2026

Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenarios where you are eligible earlier. Learn more:

You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.

What would happen to your loved ones if you were gone? Make financial preparations today.
08/28/2026

What would happen to your loved ones if you were gone? Make financial preparations today.

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

These 6 things might make your next return a prime target for an IRS audit.
08/26/2026

These 6 things might make your next return a prime target for an IRS audit.

Here are six flags that may make your tax return prime for an IRS audit.

Your ideal retirement may differ from reality, but we can work together to better align the two.
08/24/2026

Your ideal retirement may differ from reality, but we can work together to better align the two.

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by th...
08/21/2026

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by the time you retire.

See how catch-up contributions after age 50 could significantly boost your retirement balance.

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing yo...
08/19/2026

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

08/17/2026

If you died, what would happen to your email archives, social profiles, and online accounts?

Saving for college doesn’t have to be as complicated as college itself.
08/14/2026

Saving for college doesn’t have to be as complicated as college itself.

Here's a crash course on saving for college.

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers a...
08/12/2026

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers and see a quick estimate.

Estimate your potential federal capital gains tax liability on the sale of an asset.

Address

8100 Penn Avenue S, Suite 165
Bloomington, MN
55431

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19526796344

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