Lumina Financial Consultants

Lumina Financial Consultants

Female owned and operated investment advisory firm.

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Lumina Financial Consultants

financial planning

Should I hire a Financial Professional?

Should I hire a Financial Professional?

A financial professional can apply his or her skills to your specific needs. Just as important, you have someone who can answer questions about things that you may find confusing or anxiety-provoking.

Laurie Fried October 1, 2019October 2, 2019 Commentary Read more

Financial Planning: Helping You See the Big Picture

Financial Planning: Helping You See the Big Picture

Where do you picture yourself in the future? Will you be in a new home, traveling the globe, or planning a big family celebration? These are a few of the financial goals that may be important to you, and each comes with a price tag attached.

Jean Schwarz September 17, 2018February 12, 2019 Financial Planning Read more

The Cost of Waiting

Starting to save early means your money has more time to go to work for you. Even if you can only afford to set aside small amounts, compounding earnings can make them really add up. It’s never too late to

Jean Schwarz March 6, 2015March 6, 2015 Commentary, Financial Planning, Retirement Planning Read more

Tips for New Graduates: How to Build a $1,000 Emergency Fund in 10 Months

One of the first steps in building long-term financial security is to establish emergency funds  – these are funds that you can tap into in the event you lose your job, you have unexpected expenses due to an accident or

Jean Schwarz June 17, 2014 Inspiration for Women, Wealth Builders Read more

Market Week: February 18, 2014

The Markets Stability ball: A congressional accord on the debt ceiling plus fresh reassurance about Fed policy seemed to outweigh lackluster economic news, helping domestic equities follow through on the previous week’s late rally. The Nasdaq’s week was its best

Jean Schwarz February 18, 2014March 6, 2015 Investment News Read more

The LuminaFi Report

The LuminaFi Report

Happy New Year! It’s time to take action on all those resolutions and therefore, I’m pleased to present the first issue of the LuminaFi Report. The aim of the LuminaFi Report is to provide you valuable information to help you

Jean Schwarz January 7, 2014 Commentary Read more

Keep Tax and Financial Records Safe in Case of a Natural Disaster

Here on the east coast the elevated temperatures have many of us thinking about getting away to the beach, or the mountains, or anywhere to escape the heat and enjoy time away from the office.  Before leaving home for your

Jean Schwarz July 17, 2013March 6, 2015 Commentary Read more

Interview with Michele Woodward of WiseWork

Interview with Michele Woodward of WiseWork

It’s amazing what happens when you get your financial life straight – your work life just gets easier… and better. Executive Coach Michele Woodward interviews Certified Financial Planner Jeanie Schwarz. Listen to internet radio with WiseWork with Michele Woodward on

Jean Schwarz February 5, 2013March 6, 2015 Commentary Read more
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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 herein is developed by a third-party provider which we deem to be reliable; however, we cannot guarantee its accuracy. The information is subject to change at any time and without notice. © 2023 Lumina Financial Consultants