Luminary Wealth Management, LLC.

Luminary Wealth Management, LLC. Financial Planning, Investments, Retirement, Estate & Legacy, Business Consulting & Coaching www.finra.org, www.sipc.org.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL Financial registered representatives associated with this website may discuss and/or transact business on

ly with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Memorial Day is a time to pay tribute to those who made the ultimate sacrifice in service to the United States. They wil...
05/25/2026

Memorial Day is a time to pay tribute to those who made the ultimate sacrifice in service to the United States. They will always be remembered. Wishing you and your loved ones a peaceful Memorial Day holiday.

Travel can feel very different once time is no longer tightly scheduled. For many, it becomes less about fitting a trip ...
05/14/2026

Travel can feel very different once time is no longer tightly scheduled.

For many, it becomes less about fitting a trip into the calendar and more about deciding how they want to spend their time. Whether that means staying longer, traveling more often, or bringing family along, those choices often reflect years of thoughtful decisions.

It may be worth revisiting how travel fits into your overall approach—especially as priorities continue to evolve. Reach out to us at Luminary Wealth Management to discuss how your strategy can support the adventures you've earned.

To the mothers we have, the mothers we remember, and the mother figures, thank you. We are grateful for you this Mother’...
05/10/2026

To the mothers we have, the mothers we remember, and the mother figures, thank you. We are grateful for you this Mother’s Day. From your friends at Luminary Wealth Management-Lisa, Kristi and Stephanie

Taco Tuesday anyone? Thanks for being a part of what we do!
05/05/2026

Taco Tuesday anyone? Thanks for being a part of what we do!

Happy Earth Day from your friends at Luminary Wealth Management!
04/22/2026

Happy Earth Day from your friends at Luminary Wealth Management!

A tax refund can be a welcome surprise, but deciding what to do with it matters.From tackling high-interest debt to cont...
04/13/2026

A tax refund can be a welcome surprise, but deciding what to do with it matters.
From tackling high-interest debt to contributing to long-term goals (or simply treating yourself), every choice can reflect what’s most meaningful to you.
Please contact us at Luminary Wealth Management if you need help investing your refund.



Sources:
FINRA, “6 Smart Ways to Use Your Tax Refund,” March 18, 2025

CNBC Select, “5 Smart Ways to Spend Your Tax Refund,” April 11, 2025

What a $5 Frappuccino can teach your teen about building wealth 👇April is National Financial Literacy Month, and here's ...
04/07/2026

What a $5 Frappuccino can teach your teen about building wealth 👇

April is National Financial Literacy Month, and here's a number worth sharing at the dinner table.

If your teen opens a Roth IRA at 18 with $1,000 from a part-time job and adds $1,000 a year, that single account could be worth nearly $500,000 by age 65. Tax-free.

Think they can't save $1,000 a year? Skipping the daily Frappuccino more than covers it. ☕

But the best financial education isn't about the math. It's about real decisions with real consequences.

A few things that actually work:

✅ Hand them cash instead of a credit card for shopping. Let them keep what they don't spend.

✅ Give them a clothing budget for the year. If they blow it by October, that's the lesson.

✅ Have the college money talk before they fall in love with a school. As one counselor put it, "Have the conversation before they buy the hoodie."

We at Luminary Wealth Management would love to help your teens take their first steps into the world of investing.



Sources:
-https://www.calculator.net/roth-ira-calculator.html?cstartingprinciple=1%2C000&cannualaddition=1%2C000&cmax=n&cinterestrate=8&ccurrentage=18&cretirementage=65&ctaxtrate=25&printit=0&x=Calculate -ira-result
-https://www.ngpf.org/blog/advocacy/how-many-states-require-students-to-take-a-personal-finance-course-before-graduating-from-high-school-is-it-6-or-is-it-21/

We at Luminary Wealth Management hope your day is filled with blue skies, family, and fun!
04/05/2026

We at Luminary Wealth Management hope your day is filled with blue skies, family, and fun!

Spring isn't just for deep cleaning your home—it's also a chance to clear out the financial clutter that built up over t...
03/20/2026

Spring isn't just for deep cleaning your home—it's also a chance to clear out the financial clutter that built up over the winter.

Now's a great time to check in on your spending, review automatic payments, organize important documents, and take one small step toward a bigger goal. It doesn't have to be all at once—just one thing at a time.

Need help figuring out where to start? Reach out—We at Luminary Wealth Management are happy to help.


🔗 Sources
CNBC, April 2025
Kiplinger, March 2024
American Express, March 2024

Happy St. Patrick's Day from your friends at Luminary Wealth Management. May your future be as bright as a pot of gold ...
03/17/2026

Happy St. Patrick's Day from your friends at Luminary Wealth Management. May your future be as bright as a pot of gold at the end of a rainbow!

Address

3340 Severn Avenue, Suite 315
Metairie, LA
70002

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 3pm

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