Lumen Financial Group

Lumen Financial Group At Lumen Financial Group we provide comprehensive financial planning services, including investment management, tax preparation, and life insurance.

Weddings add up fast. Use this calculator to map out your budget by category, set priorities, and see what your big day ...
07/21/2026

Weddings add up fast. Use this calculator to map out your budget by category, set priorities, and see what your big day might really cost.

Estimate total wedding costs and see how different choices affect your overall budget.

07/18/2026

Do you know what your insurance needs are, when you’re married, with children?

Developing a retirement strategy? It's critical to know the differences between investment types.
07/14/2026

Developing a retirement strategy? It's critical to know the differences between investment types.

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

Worried that inflation may rise in the years ahead? You’re not alone.
07/11/2026

Worried that inflation may rise in the years ahead? You’re not alone.

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

Ben Franklin used compound interest to make big contributions to his two favorite cities.
07/07/2026

Ben Franklin used compound interest to make big contributions to his two favorite cities.

Learn how to harness the power of compound interest for your investments.

Take an inside look into Simplified Employee Pension plans.
07/04/2026

Take an inside look into Simplified Employee Pension plans.

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Is buying always better than renting? Not necessarily. Run the numbers on both sides to see which option makes more sens...
06/30/2026

Is buying always better than renting? Not necessarily. Run the numbers on both sides to see which option makes more sense for your situation and timeline.

Compare the long-term financial outcomes of renting versus buying a home.

What happens to your employer-sponsored retirement accounts when you change jobs? Find out in our latest video.
06/27/2026

What happens to your employer-sponsored retirement accounts when you change jobs? Find out in our latest video.

This video explores what to do with retirement accounts when you move on from your job.

Looking for a quick read? Explore the role Money Market Funds may play in your portfolio thanks to this concise article.
06/23/2026

Looking for a quick read? Explore the role Money Market Funds may play in your portfolio thanks to this concise article.

Check out this brief article which explores the role Money Market Funds may play in your portfolio.

Building a personal legacy may be the highest order of altruism. It can begin with four simple steps.
06/20/2026

Building a personal legacy may be the highest order of altruism. It can begin with four simple steps.

A four-step framework for building a personal legacy.

Address

800 Township Line Road , Suite 125
Yardley, PA
19067

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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