Lumina Financial Consultants

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Lumina Financial Consultants

Debt

Four Things to Consider Before Refinancing Your Home

Four Things to Consider Before Refinancing Your Home

Low mortgage interest rates have prompted many homeowners to think about refinancing, but there’s a lot to consider before filling out a loan application.

Jean Schwarz July 17, 2020July 15, 2020 Debt Read more

Five Retirement Lessons from Today’s Retirees

Five Retirement Lessons from Today’s Retirees

Each year for its Retirement Confidence Survey, the Employee Benefit Research Institute (EBRI) surveys 1,000 workers and 1,000 retirees to assess how confident they are in their ability to afford a comfortable retirement. Once again, in 2019, retirees expressed stronger confidence than workers:

Laurie Fried August 22, 2019August 22, 2019 Debt, Financial Planning, Investing, Retirement Planning, Saving, Taxes Read more

Have You Made Any of These Financial Mistakes?

Have You Made Any of These Financial Mistakes?

As people move through different stages of life, there are new financial opportunities — and potential pitfalls — around every corner. Have you made any of these mistakes?

Jean Schwarz December 13, 2018February 12, 2019 Commentary, Debt, Investing, Retirement Planning, Saving Read more

DEBT CONSOLIDATION

DEBT CONSOLIDATION

If you have a lot of debt, you’re not alone. Today, more and more Americans are burdened with credit card and loan payments.

Jean Schwarz October 9, 2018February 12, 2019 Debt Read more
SAN FRANCISCO BAY AREA
100 Shoreline Highway, Suite 100B
Mill Valley, CA  94941
(415) 944-5040
NEW YORK
80 Theodore Fremd Avenue
Rye, NY 10580
(914) 303-6325
DC METRO
3213 Duke Street #651
Alexandria, VA  22314
(202) 494-1144

Lumina Financial Consultants, LLC only conducts business in jurisdictions where licensed, registered, or where an applicable registration exemption or exclusion exists. Information contained herein is not intended for persons in any jurisdiction where such distribution or use would be contrary to the laws or regulations of that jurisdiction, or which would subject Lumina Financial Consultants LLC to any unintended registration requirements. The information provided is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The types of securities and investment strategies mentioned may not be suitable for everyone. Each investor should evaluate investments and financial strategies based on his or her own particular situation. The information is not intended to provide tax, legal or investment advice. The information in these materials is from sources that are publicly available and believed to be reliable; however, the information is subject to change at any time and without notice. © 2021 Lumina Financial Consultants