Luminary Wealth Management, LLC.

10/05/2026

🎗 October marks Breast Cancer Awareness Month, a time to recognize and support those affected by breast cancer.

We honor the survivors, fighters, caregivers, and loved ones who show strength and courage every day.

This month, and always, we stand with our community in raising awareness and showing compassion to those whose lives have been touched by breast cancer. 💛

To anyone navigating this journey: you are seen, you are valued, and your resilience inspires us all. 💙

09/21/2026

☀️ As summer winds down, it's a great time to reflect, reset, and refocus.

Whether you're wrapping up vacations or gearing up for new goals, the transition into fall brings fresh opportunities.

Here's to finishing the year strong and embracing what's next!

Happy Fall from your friends at Luminary Wealth Management!

09/15/2026

September is College Savings Month, and it's a good time to think about what you want your child's future to look like. Every family's situation is different. If you have questions about what college savings options might make sense for your household, reach out to us at Luminary Wealth Management. That's exactly what we're here for.

09/11/2026

Are you ready for National 401(k) Day? Established by the Plan Sponsor Council of America, this day is observed on the Friday following Labor Day. It’s a great opportunity to focus on retirement strategy and your financial future. Please reach out to us at Luminary Wealth Management if you would like more information.

09/04/2026

Happy Labor Day weekend from your friends at Luminary Wealth Management!
Lisa, Kristi, and Stephanie

08/25/2026

⛈️ Severe Weather Prep 🏠

Severe weather season brings wind, rain, and hail. A little prep now goes a long way.

Not sure where to start? Here are a few things worth doing before the next storm rolls through:

🔹 Roof and Gutters: Look for loose shingles and clear out clogs. Small problems get expensive fast once the rain hits.

🔹 Go-Bag: Water, food, flashlight, phone charger, and important documents. Keep it ready so you're not scrambling.

🔹 Know Your Routes: Check your local evacuation routes on a calm day. You'll be glad you did.

🔹 Review Your Coverage: Made home improvements lately? Worth a quick conversation to make sure everything is accounted for.

A little attention now beats a lot of stress later. Reach out anytime if you have questions. 🌟

08/10/2026

📝✨ August is Make-A-Will Month! ✨📝

In that spirit, we're raising awareness about the importance of creating a will. Now is the perfect time to have your wishes clearly outlined. Or if you have a will, August is a great time to review it and see if it remains aligned with your wishes.

Creating a will isn't just about assets; it's about leaving a legacy, making your intentions known, and thinking about your loved ones' future.

Here are a few reasons why having an up-to-date will is essential:
Your Loved Ones: Outline how you want your family to be cared for, especially any children under 18.
Manage Conflicts: Clear instructions can help during disputes and misunderstandings.
Your Legacy: How will your assets, possessions, and digital presence be distributed and managed?
Have Your Affairs in Order: Comfort for you and your loved ones.

Let's make this month count by taking steps towards your future!

07/31/2026

When gas prices rise, small changes in driving habits can make a noticeable difference in fuel use.

Experts suggest that driving at steady speeds around 65 mph and avoiding rapid acceleration or braking can help improve efficiency. Using cruise control on highways may also reduce fuel consumption.

Other adjustments can add up over time, including limiting idling, reducing extra weight in your vehicle, and keeping tires properly inflated.

Combining trips, carpooling when possible, and planning routes more efficiently may also help reduce overall fuel use.

While these changes may seem minor, they can help drivers get more out of each tank—especially during periods of higher fuel costs. 🚗


Source:

When gas prices go up, it adds to drivers' pain at the pump. But experts say consumers can do something to stretch their fuel just a little farther — change the way they drive.

07/17/2026

🎓 Do you have college students who are home for the summer? Or future college-bound children? Summer is a great time to talk to them about money!

💬 Whether it's learning to budget, building credit, or understanding paychecks, a little financial education at home sets the stage for smart choices later.

🤝 Parents + students: Let's use this time to help build habits that last well beyond graduation. Reach out to us at Luminary Wealth Management if you need any advice.

07/04/2026

Your friends at Luminary Wealth Management would like to wish you and your family a happy and safe 4th of July!
Lisa, Kristi, and Stephanie