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

Stay ahead this year with this handy Personal Finance Calendar.
06/10/2026

Stay ahead this year with this handy Personal Finance Calendar.

Use this handy calendar to remember the year’s most important financial dates.

A dollar today won't be worth a dollar in 20 years. See how inflation could erode your retirement income and what you ma...
06/08/2026

A dollar today won't be worth a dollar in 20 years. See how inflation could erode your retirement income and what you may need to account for.

See how inflation over time could affect the purchasing power of your retirement income.

06/05/2026

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works best for your situation.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Monthly Market Insights | June 2026 U.S. and Canadian Markets Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East. The Nasdaq Composite, which rose 15.29 percent in April, tacked on another 8.36 percent. The Standard & Poor...

Choices, choices, choices. Make sure you know the benefits and limitations before committing your money.
06/03/2026

Choices, choices, choices. Make sure you know the benefits and limitations before committing your money.

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

[Video] Agent Jane Bond wants you to know about the basics of the bond market.
06/01/2026

[Video] Agent Jane Bond wants you to know about the basics of the bond market.

Agent Jane Bond is on the case, cracking the code on bonds.

The financial risks to consider when evaluating self insurance?
05/29/2026

The financial risks to consider when evaluating self insurance?

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

M0 is the total of all physical currency worldwide. What’s it look like?
05/27/2026

M0 is the total of all physical currency worldwide. What’s it look like?

Learn a little about worldwide currency in this fun infographic

After you leave work, what will your life look like? Organize your thoughts with the help of this piece.
05/25/2026

After you leave work, what will your life look like? Organize your thoughts with the help of this piece.

What's your vision of retirement?

You’re the conductor of your 401k, IRA and taxable savings.
05/22/2026

You’re the conductor of your 401k, IRA and taxable savings.

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

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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