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Newsletter Fall 2019

Kalli Collective
Kalli Collective

This newsletter from Lighthouse Wealth Group provides updates on staff and charitable activities. It announces that advisor Kelly Lynch got married and introduces her new husband. It also informs readers about Medicare open enrollment periods, year-end tax planning strategies, and staff community involvement including a school volunteer day and teaching college students. Tennessee property tax relief programs are also mentioned.

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LIGHTHOUSE WEALTH GROUP Our team oversees financial matters for select families in the area NEWSLETTER FALL 2019 In this issue: Kelly gets married, Our team gives back, Medicare Open Enrollment, and Planning Year End Taxes Daniel Peterman Wealth Advisor, RJFS 615.861.6108 Ashley Bell Client Services 615.861.6107 Melissa Evans Client Services 615.861.6124 You may remember that Kelly joined our team earlier this year. She does a lot of the behind the scenes client services to keep your financial plan running smoothly, along with event coordination. What you may not know is that she also got married this year! Kelly married the love of her life this September: Josh Lynch. Kelly and Josh officially met 2 years ago, but it turns out that they actually had several mutual friends and both grew up in Franklin. They each had heard of the other, but had never actually held a conversation or even been in the same room. It wasnt until a random friend request and several Facebook message later that a romance was ignited. Looking back at those messages makes me laugh. We were so awkward! And, I can say that now because were married. recalls Kelly. Josh and Kelly were married at Westbury House on The Square in Columbia, TN. We wish the happy couple nothing but a lifetime of happiness! MAKE SURE TO FOLLOW US ON SOCIAL Facebook.com/ lighthousewealthgroup Twitter: LHwealth www.youtube.com/channel/ UCnDPZpWnHywDdMIJxTIk_Ag Kelly Lynch Client Services 615.861.6122 Tommy Doerfler CPA, CFP速 Sr. Wealth Advisor 615.861.6103 Rich Smith Founder Emeritus The New Mr. & Mrs.
Medicare Open Enrollment Fall Open Enrollment is between October 15 - December 7. It is the time of year when you can: Join a new Medicare Advantage Plan or stand-alone prescription drug plan (Part D) plan Switch between Original Medicare with or without a Part D plan and Medicare Advantage Have questions? Give us a call! 615-861-6107. Lighthouse Wealth Group and Southwestern Investment Group are not a registered broker/dealers and are independent of Raymond James Financial Services, Inc. Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Southwestern Investment Advisory Services, Inc. an independent registered investment adviser. Links are being provided for informational purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any websites users and/or members. Opinions expressed are those of the advisors of the Lighthouse Wealth Group and are not necessarily those of Raymond James. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with an appropriate professional. 801 Crescent Centre Drive, Suite 600, Franklin, TN 37067 | 615-861-6107 Giving Back Year End Tax Planning Didnt we just finish tax season? Its hard to believe that 2019 will be wrapping up in just a couple months! Its important to take care of any year end strategies left like charitable donations, harvesting losses, and deciding which year to take deductions. Call us if you need to take action on a year-end tax strategy: 615-861-6107. Classroom Cuties Daniel spent a day helping his wife teach second grade at Cole Elementary School. He gave a glimpse into life as a financial advisor and taught the kids some basic math. Judging by the picture, we think Daniel made a positive impression! New Hope Academy Our team spent October 18 at New Hope Academy in Franklin, TN. We helped with maintenance and administrative tasks. New Hope Academy maintains intentional economic diversity, reserving half of its seats for children from low-income families. Professor Doerfler Every school semester, Tommy teaches basic financial planning to the senior music majors at Belmont University and Middle Tennessee State University. He gives a glimpse of what life may look like after graduation, and gives some tips for being prepared financially. He enjoys sharing his own experience from the music industry and teaching some basic financial principles to help prepare the graduating class enter one of the toughest industries to be successful in. Tennessee Property Tax Programs Did you know Elderly Citizens and Disabled Persons, Disabled Veteran Homeowners, and widow(er) of Disabled Veteran Homeowners who meet certain criteria may be granted relief or a freeze on property taxes? Visit https://comptroller.tn.gov/office-functions/pa/property-taxes/property-tax-programs/tax-relief.html or call (615) 790-5709 for more information on qualifications.

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Newsletter Fall 2019

  • 1. LIGHTHOUSE WEALTH GROUP Our team oversees financial matters for select families in the area NEWSLETTER FALL 2019 In this issue: Kelly gets married, Our team gives back, Medicare Open Enrollment, and Planning Year End Taxes Daniel Peterman Wealth Advisor, RJFS 615.861.6108 Ashley Bell Client Services 615.861.6107 Melissa Evans Client Services 615.861.6124 You may remember that Kelly joined our team earlier this year. She does a lot of the behind the scenes client services to keep your financial plan running smoothly, along with event coordination. What you may not know is that she also got married this year! Kelly married the love of her life this September: Josh Lynch. Kelly and Josh officially met 2 years ago, but it turns out that they actually had several mutual friends and both grew up in Franklin. They each had heard of the other, but had never actually held a conversation or even been in the same room. It wasnt until a random friend request and several Facebook message later that a romance was ignited. Looking back at those messages makes me laugh. We were so awkward! And, I can say that now because were married. recalls Kelly. Josh and Kelly were married at Westbury House on The Square in Columbia, TN. We wish the happy couple nothing but a lifetime of happiness! MAKE SURE TO FOLLOW US ON SOCIAL Facebook.com/ lighthousewealthgroup Twitter: LHwealth www.youtube.com/channel/ UCnDPZpWnHywDdMIJxTIk_Ag Kelly Lynch Client Services 615.861.6122 Tommy Doerfler CPA, CFP速 Sr. Wealth Advisor 615.861.6103 Rich Smith Founder Emeritus The New Mr. & Mrs.
  • 2. Medicare Open Enrollment Fall Open Enrollment is between October 15 - December 7. It is the time of year when you can: Join a new Medicare Advantage Plan or stand-alone prescription drug plan (Part D) plan Switch between Original Medicare with or without a Part D plan and Medicare Advantage Have questions? Give us a call! 615-861-6107. Lighthouse Wealth Group and Southwestern Investment Group are not a registered broker/dealers and are independent of Raymond James Financial Services, Inc. Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Southwestern Investment Advisory Services, Inc. an independent registered investment adviser. Links are being provided for informational purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any websites users and/or members. Opinions expressed are those of the advisors of the Lighthouse Wealth Group and are not necessarily those of Raymond James. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with an appropriate professional. 801 Crescent Centre Drive, Suite 600, Franklin, TN 37067 | 615-861-6107 Giving Back Year End Tax Planning Didnt we just finish tax season? Its hard to believe that 2019 will be wrapping up in just a couple months! Its important to take care of any year end strategies left like charitable donations, harvesting losses, and deciding which year to take deductions. Call us if you need to take action on a year-end tax strategy: 615-861-6107. Classroom Cuties Daniel spent a day helping his wife teach second grade at Cole Elementary School. He gave a glimpse into life as a financial advisor and taught the kids some basic math. Judging by the picture, we think Daniel made a positive impression! New Hope Academy Our team spent October 18 at New Hope Academy in Franklin, TN. We helped with maintenance and administrative tasks. New Hope Academy maintains intentional economic diversity, reserving half of its seats for children from low-income families. Professor Doerfler Every school semester, Tommy teaches basic financial planning to the senior music majors at Belmont University and Middle Tennessee State University. He gives a glimpse of what life may look like after graduation, and gives some tips for being prepared financially. He enjoys sharing his own experience from the music industry and teaching some basic financial principles to help prepare the graduating class enter one of the toughest industries to be successful in. Tennessee Property Tax Programs Did you know Elderly Citizens and Disabled Persons, Disabled Veteran Homeowners, and widow(er) of Disabled Veteran Homeowners who meet certain criteria may be granted relief or a freeze on property taxes? Visit https://comptroller.tn.gov/office-functions/pa/property-taxes/property-tax-programs/tax-relief.html or call (615) 790-5709 for more information on qualifications.