Lighthouse Financial Group, LLC

09/22/2026

Happy Fall 🍁

09/15/2026

Compare 5 options for an old employer retirement plan.

09/07/2026

Happy Labor Day!
Today, we celebrate the hard work and years of effort that help build the future you’re working toward.

Retirement is one of the biggest rewards for a lifetime of hard work, and thoughtful planning can help you enjoy it with greater confidence.

From all of us at Lighthouse Financial Group, we wish you a relaxing and well-deserved Labor Day! ⚓️

08/26/2026

”Retirement shouldn't feel like a circus act. Step behind the curtain with our tax-efficient investing guide. 🎪”

Taxes can turn retirement into a three-ring circus. Our report reveals the real act: better asset location, tax-loss harvesting, Roth moves and year-round timing so more stays in your pocket. Grab a front-row seat. Download the report and let the IRS ringmaster crack the whip on someone else. 🎪

08/25/2026

Retirement planning has never been about looking at just one piece of the puzzle. It’s about understanding how everything works together.

That’s why we created L.I.G.H.T. by Lighthouse, a way to visualize the five areas we believe deserve attention throughout retirement:

🔹 Legacy & Estate — Making sure what you’ve built passes on the way you intend.
🔹 Income — Creating reliable income you can count on today and tomorrow.
🔹 Growth — Growing what you have without taking on more risk than necessary.
🔹 Healthcare & LTC — Preparing for healthcare and long-term care costs before they become a financial burden.
🔹 Taxes — Planning ahead to help you keep more of what you’ve earned.

These aren’t five separate conversations. They work together. And as life changes, your retirement plan should change with it.

L.I.G.H.T. by Lighthouse: Illuminating every part of your retirement plan. 🏠💡

08/19/2026

”Your portfolio needs sunscreen too. Get the tax-efficient investing guide before you get burned. 🧴”

Taxes can scorch your returns all season, leaving a nasty burn by April. Our report is the SPF your portfolio needs: asset location, tax-loss harvesting, Roth moves and year-round timing. Lather up before you get burned. Download the report and help keep your returns cool, shaded and yours. ☀️

08/14/2026

Happy Financial Awareness Day! This holiday reminds us why we do the work we do: to help people achieve their financial goals.

08/05/2026

”Taxes shouldn't eat your returns like brunch eats your Sunday. 🥑 Learn how to keep more of what's yours.”

Taxes can take a scoop of your returns all year, not just at brunch. Our report, Tax-Efficient Investing: What It Is and Why It Matters, dishes asset location, loss harvesting, Roth moves and year-round timing so more green can be yours. 🥑 Stop feeding Uncle Sam.

08/04/2026

"Yesterday was my daughter's last first day of school. Senior year. It hit me harder than I expected — these milestones sneak up on you, and then suddenly you're standing at the edge of a new chapter.

It made me think about how often we mark life's big transitions... but how rarely we pause to check in on our financial plan the same way.

If it's been a while since you've reviewed yours, consider this your sign. Let's talk. 💙⚓
912.354.4200

07/27/2026

Moya took on the Ice Cream Trivia last week… now it's Wendy's turn! How many answers did you get right? Drop your score below! 👇🍨