Lumina Financial Consultants

Lumina Financial Consultants Lumina Financial Consultants is a wealth management firm that focuses on helping clients understand and manage resources to achieve their life goals.

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By now you know that Congress has passed a $2 trillion relief bill to help keep individuals and businesses afloat during...
05/18/2020

By now you know that Congress has passed a $2 trillion relief bill to help keep individuals and businesses afloat during these difficult times. The Coronavirus Aid, Relief, and Economic Security (CARES) Act contains many provisions. Here are five that may benefit you or your business.

1. Recovery Rebates
Many Americans will receive a one-time cash payment of $1,200. Each U.S.

By now you know that Congress has passed a $2 trillion relief bill to help keep individuals and businesses afloat during these difficult times. The Coronavirus Aid, Relief, and Economic Security (CARES) Act contains many provisions.

05/05/2020

Understanding the directional changes of various categories within the overall housing market – and why those changes are occurring or occurred – can help investors better understand the general economy and make more informed investment decisions. It’s a topic people love to discuss – at the...

Staying safe isn't just about avoiding illness - it's also about protecting your finances.
04/22/2020

Staying safe isn't just about avoiding illness - it's also about protecting your finances.

Fraudsters and scam artists are always looking for new ways to prey on consumers. Now they are using the same tactics to take advantage of consumers’ heightened financial and health concerns over the coronavirus pandemic. Federal, state, and local law enforcement have begun issuing warnings on the...

As the number of "gray divorces" continues to rise, so too the number of people looking for love in the second half of l...
02/13/2020

As the number of "gray divorces" continues to rise, so too the number of people looking for love in the second half of life. Dating While Gray is a podcast devoted to telling their stories.

WAMU 88.5 is Washington’s NPR station, featuring local news on education, transportation, politics, and more as well as programs like 1A.

01/23/2020

What if you’re saving as much as you can, but still feel that your retirement savings goal is out of reach? As with many of life’s toughest challenges, it may help to focus less on the big picture and more on the details. Regularly review your assumptions Whether you use a simple online calculat...

12/18/2019

Required minimum distributionsOnce you reach age 70½, you’re generally required to start taking required minimum distributions (RMDs) from traditional IRAs and employer-sponsored retirement plans (special rules apply if you’re still working and participating in your employer’s retirement plan...

https://luminafi.com/what-to-do-after-the-death-of-a-loved-one/
12/11/2019

https://luminafi.com/what-to-do-after-the-death-of-a-loved-one/

Losing a loved one can be a difficult experience. Despite the emotional trauma involved, you may also be responsible for handling a variety of financial, legal, and administrative tasks. You may find yourself unsure of where to begin and what to do. However, do not be hasty when settling your loved....

Address

100 Shoreline Highway, Suite 100B
Mill Valley, CA
94941

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