Megan L. Spear, CFP, CRPC, APMA

09/09/2026

A few weeks ago, we wished Patti a happy birthday. Today, we're sharing a few snapshots from the office celebration! 🎂🎈

From cake and balloons to time spent together as a team, it was a great opportunity to celebrate someone who brings so much positivity to our workplace.

We hope you had a fantastic birthday, Patti, and thank you for all you do!

09/07/2026

Today, we celebrate the hard work, dedication and perseverance that shape our lives in meaningful ways every day.

Wishing you a relaxing and well-earned Labor Day!

09/07/2026

Happy Birthday, Kim!

Hope today is a great celebration and the year ahead is a positive one.

09/06/2026

In observance of Labor Day, our office will be closed. Wishing you a relaxing and well‑deserved holiday.

09/04/2026

📚🍎 Back to School for the Last of the Lumina Kids!

Yesterday marked the first day back to school for Evelyn and Ruby, who are starting 7th grade and 6th grade this year!

As the last of our to head back to the classroom, they're officially closing the book on summer and opening an exciting new chapter. From summer adventures and family memories to new classes, new teachers, and new opportunities, we're excited to see what this school year has in store.

Wishing Evelyn, Ruby, and all of the students heading back to school a year filled with learning, growth, and plenty of reasons to smile. Here's to a great start! 🎒✨

📚🍎✏️🎒

09/03/2026

As retirement gets closer, many people look for ways to stay invested while also protecting what they’ve built. Solutions that can help buffer the impacts of market downturns may provide greater confidence as you plan for the road ahead. Let’s connect to explore options for managing risk in retirement.

09/03/2026

✈️🍂 Travel Thursday: Hocking Hills Edition

Today, we're highlighting Matthew and his family's recent trip to Hocking Hills, Ohio.

The family enjoyed extraordinary hiking, breathtaking scenery, and plenty of quality time together before the start of a busy school year. This was also their first adventure with Sophie, the family's dog, who proved to be quite the hiking companion. In fact, Sophie didn't slow down for a single trail and kept up with every family excursion. 🐾

Most importantly, the trip provided a chance to recharge, reconnect, and enjoy a little extra family time before the kids headed back to school. And speaking of milestones, today is their first day back! 📚🍎

Want to see more from the adventure? Be sure to check out additional photos from the trip on Matthew's website @ https://bit.ly/4gyv1sv

🍂🥾🐾📸

09/02/2026

Explore how biological instinct drives market cycles and what this might mean for future market performance.

Why your natural instincts could impact your investment returns.

09/02/2026

A few weeks ago, we asked for your help naming Jennifer's new mini pony, and you delivered with some fantastic suggestions.

Today, we're excited to announce that his name is Stewart Little! 🐴✨

Thank you for helping us welcome this special new addition. We appreciate everyone who joined in the fun and shared their ideas.

Welcome to the family, Stewart Little!

08/31/2026

Market ups and downs are part of investing, but they don’t have to derail long-term plans. Having a strategy that balances growth potential with risk awareness can help bring more confidence to retirement planning. A thoughtful approach can make it easier to stay on track through changing market conditions. Message me if you’d like to start the conversation.