Lumina Financial Consultants

Lumina Financial Consultants

Female owned and operated investment advisory firm.

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Lumina Financial Consultants

tax planning

2019 Year-End Tax Planning Basics

2019 Year-End Tax Planning Basics

The window of opportunity for many tax-saving moves closes on December 31, so it’s important to evaluate your tax situation now, while there’s still time to affect your bottom line for the 2019 tax year.

Jean Schwarz December 18, 2019December 18, 2019 Commentary Read more

Year-End Charitable Giving

With the holiday season upon us and the end of the year approaching, we pause to give thanks for our blessings and the people in our lives. It is also a time when charitable giving often comes to mind. The

Jean Schwarz December 15, 2016 Charitable Giving, Financial Planning Read more

Claiming a Tax Deduction for Your Charitable Contributions

If you plan to claim a federal income tax deduction for qualifying charitable contributions, it’s important to keep good records of your gifts. Basically, your records should include the following information: charity to whom the gift was made the amount

Jean Schwarz December 2, 2016 Charitable Giving, Financial Planning 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