Luminary Financial Counseling

01/27/2023

As a mom of 2 college students, my goal is to help them grow in financial understanding. One way I do this is by staying educated on the latest news in the finance world. Join me in celebrating 2023's Identity Theft Awareness Week by listening to a new podcast series about identity theft and scams targeting college students.

The podcast, "The Fraudian Slip" will premiere on Jan 30th at 11AM ET at https://www.idtheftcenter.org/event/2023-identity-theft-awareness-week/

For more information on the series, please go to:
https://www.ftc.gov/news-events/events/2023/02/podcast-identity-theft-scams-affect-college-students-february-1

Join us for Identity Theft Awareness Week 2023. The ITRC and its partners will participate in free podcasts and webinars on identity theft.

01/26/2023

A month down in the New Year, how are your financial goals coming along?🧐

LFC is here to help! Stay tuned for more tips and set up a meeting to discuss budgets, retirement savings, risk management, insurance, and more!

To make an appointment, email [email protected]

05/29/2021

Looking for that unique and impactful graduation gift??

We are offering our Financial Foundations Package for 25% off (reg. $350).

This package includes a 30 minute initial phone call to determine the clients concerns and goals, a custom 2 hour session to address your concerns and help to create your individual plan and a 45 minute follow session to evaluate your progress and make needed adjust your plan.

This is a fantastic gift for young adults who are entering the ‘real world’ and need some guidance for budgeting as well as for those with an established financial life that may want a ‘sanity check’ to ensure they are on track for their goals.

** Hourly consults are available as well.

04/11/2021

April is Financial literacy month! If you or someone you know has money questions, please contact me!!

I work with any age, but truly enjoy educating the younger crowd and helping them develop good money habits!

Don’t forget.... taxes are due MAY 17th!

03/06/2021

March’s Financial Health Reminders:

— submit your FSA claims by 3/15

— plan a budget for summer vacations

— get a free annual credit report from one of the three major reporting agencies

If you need help with any one of these things... give me a call!

443-637-2223 or [email protected]

02/15/2021

February's Financial Health Reminder:

Insurance Review - life, home/renter's and auto insurance.

Contact me if you need a hand to accomplish this task!

[email protected]

02/11/2021

Let me help you build the habits you need to be a member of this group!!!

Radio host and author Chris Hogan asked over 10,000 U.S. millionaires questions about how they built their wealth. Here's what he learned.

12/11/2020

Don’t get sucked into make a big unplanned purchase if you can’t afford it!!!

Need help determining what you can afford... give us a call!!

12/04/2020

It is December 4th... Don't forget to plan to spend your Flexible Spending Account (FSA) dollars by the end of the year. Now is time to schedule those dental and eye appointments that you have been putting off.

11/24/2020

Looking for that unique and impactful holiday gift??

We are offering our Financial Foundations Package for 50% off (reg. $350).

This package includes a 30 minute initial phone call to determine the clients concerns and goals, a custom 2 hour session to address your concerns and help to create your individual plan and a 45 minute follow session to evaluate your progress and make needed adjust your plan.

This is a fantastic gift for young adults who are entering the ‘real world’ and need some guidance for budgeting as well as for those with an established financial life that may want a ‘sanity check’ to ensure they are on track for their goals.

** Hourly consults are available as well.

11/14/2020

If you need help to get that score up... give me a call!! 443-637-2223

10/11/2020

"Don't just SAVE for retirement... INVEST for retirement" -- Erin Lowry, Author Broke Millennial.

Reach out to me for help in putting together a plan!