Lumina Financial Consultants

Lumina Financial Consultants

Menu

  • Home
  • About Us
    • Our Team
  • Our Services
    • Financial Planning
    • Investment Management
    • Divorce Financial Planning
  • Events
  • News & Insight
  • Contact Us
Lumina Financial Consultants

Debt

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
1505 Bridgeway, Suite 121
Sausalito, CA  94965
(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
Copyright © 2019 Lumina Financial Consultants