Today we’re tackling a topic that’s often emotionally charged and financially complex. What are the seven steps you can take when you find yourself inheriting money? This can be the most difficult of times, often involving the loss of a loved one. So...
Today. I want to talk about the three buckets that go into having a diversified tax portfolio which ultimately provides for more options in retirement. But first I want to introduce myself. My name is Warren Berger. I’m the owner of luminary financial advisors....
Today we’re diving into the top 10 things you need to consider before the year wraps up to ensure your financial house is in tip top shape for 2024. As we approach the end of the year, it’s a perfect time to reflect on your financial journey and make...
Today we’re diving deep into the world of life insurance. We understand that choosing the right life insurance can be a daunting task, and our mission is to simplify this process for you. So let’s break down the four main types of life insurance to help...
For years, I’ve been dedicated to guiding individuals through some of life’s most complex events, and today we’re diving into three key strategies to help you work through a divorce. Divorce isn’t just a legal process. It’s a life...
