Lumina Financial Consultants

Lumina Financial Consultants

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

All content, likes, and followers of the profile should not be considered as testimonials. Lumina Financial

Five Key Benefits of the CARES Act for Individuals and Businesses 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.

Five Key Benefits of the CARES Act for Individuals and Businesses 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.

The National Housing Market & COVID-19 05/05/2020

The National Housing Market & COVID-19 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...

Watch Out for Coronavirus Scams – Lumina Financial Consultants 04/22/2020

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

Watch Out for Coronavirus Scams – Lumina Financial Consultants 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...

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

2019 Year-End Tax Planning Basics – Lumina Financial Consultants 12/18/2019

2019 Year-End Tax Planning Basics – Lumina Financial Consultants 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...

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