At Luminary Financial Group our goal is to serve you as we would wish to be served, ensuring that we provide you with the very best customer service and the benefit of our collective experience and knowledge in the financial world. We value and hold you in the highest regard, and look forward to serving you for years to come.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
This worksheet can help you estimate the costs of a four-year college program.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares the financial impact of leasing versus buying an automobile.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Do you know these three personal finance sayings?
Agent Jane Bond is on the case, cracking the code on bonds.
Around the country, attitudes about retirement are shifting.
It’s never a bad time to speak with your financial professional about changes in your situation.
When do you need a will? The answer is easy: Right Now.