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 Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Learn all about Medicare basics in this informative and insightful article.
Probate can be a completely public process, or it can be managed to include as little information as possible.
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps estimate your federal estate tax liability.
This calculator may help you estimate how long funds may last given regular withdrawals.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Determine if you are eligible to contribute to a traditional or Roth IRA.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Here is a quick history of the Federal Reserve and an overview of what it does.
Bucket lists don’t have to be for tomorrow.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Check out this video to begin separating fact from fiction.