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.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
How literate are you when it comes to your finances? Brush up with these five basics.
One of the most common questions people ask about Social Security is when they should start taking benefits.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Technology tips to make your next trip even better.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to compare the future value of investments with different tax consequences.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
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.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a few things to consider when buying or leasing your next vehicle.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
When do you need a will? The answer is easy: Right Now.
All about how missing the best market days (or the worst!) might affect your portfolio.
When markets shift, experienced investors stick to their strategy.
Have you found yourself suddenly single? Here are 3 steps to take right now.