Mark V. Gardner, APMA, CRPC

03/12/2024

The IRS announced its annual inflation adjustments for the 2024 tax year, featuring a slight uptick in income thresholds for each bracket compared to 2023. Let’s review together and discuss the appropriate tax strategy for you and your goals.

See which tax bracket you fall into and learn more about filing statuses and deductions.

02/26/2024

We will partner with your tax professional to identify which tax deductions and credits may benefit you. Call or email Lighthouse Wealth Advisors to set up a call with your tax professional to discuss your specific circumstance.

Reduce your tax liability by taking advantage of the different tax breaks that may be available to you.

02/21/2024

We are proud to share that Ameriprise has been named one of the Most Trustworthy Companies in America 2023 by Newsweek. Learn more about Ameriprise’s ratings in the investment industry: https://bit.ly/3df9a5L

12/21/2023

Planning your financial goals for 2024? Get the latest on key themes to watch from the Ameriprise Investment Research Group. Reach out to discuss how these findings can help support you in the year ahead.

11/14/2023

The markets rallied today and experienced solid gains. provides their thoughts on today’s market upturn in After the Close.

09/17/2023

Hurricane season is here. Take steps now to prepare your home and family before the storm strikes.

09/06/2023

Do you know the proper distance to stop behind a school bus?

08/24/2023

An estate plan allows you to leave all or a portion of your wealth to a charity of your choice – and make a difference beyond your lifetime. https://bit.ly/3wxrbaD

08/20/2023

If you or your dependents have been in the hospital or had other significant medical or dental expenses, keep the receipts — they could help reduce your tax bill.

08/20/2023

If you plan to pass on your wealth to loved ones upon your death, the estate planning process can help you reduce the impact of taxes on your assets. https://bit.ly/3wxrbaD

08/17/2023

By setting your own estate plan, you can avoid going through probate – a court process that would release your records publicly. https://bit.ly/3wxrbaD

08/17/2023

Selling stocks at a loss can offset the taxes you would pay on other investment gains. This strategy is one way to use the tax code to reduce the sting of an investment loss.