Matthew Tremaine CFP, CMFC, CLTC, CRPC

06/03/2026

Market leadership make be broadening beyond the Magnificent 7. Here’s how to identify new, high-quality investment opportunities in this evolving environment. And let’s connect if you’d like to put these insights into action.

How to invest in “the best of the rest.”

05/29/2026

Celebrated our amazing team with a little brunch today. 💐

So much appreciation for this group and everything they do—always nice to take time to slow down and enjoy each other’s company.

05/27/2026

Are you getting the most out of your 401(k)? Here are seven considerations to help you maximize your employer sponsored plan.

Get more value out of your 401(k) by following these 8 steps.

05/26/2026

Wishing Allison a very happy birthday! 🎂

Hope your day is filled with celebration and the year ahead brings many exciting opportunities.

05/24/2026

In observance of Memorial Day, our office will be closed on May 25, 2026. In the spirit of our Family Focus, we wish you a peaceful day of remembrance with those closest to you.

05/21/2026

Meet Evelyn, who truly loves sports and is making the most of a busy spring!

This season, she’s balancing time on the soccer field—a sport she’s played and loved for years—while also stepping onto the softball field for the very first time. Whether she’s building on experience or stepping outside her comfort zone, Evelyn brings energy, curiosity, and a love of the game to everything she does.

We love seeing kids embrace both growth and new beginnings and cheering them on as they discover what they’re capable of. 💙🧡

05/20/2026

Meet Ruby, who’s stepping onto the volleyball court for the very first time—and loving every minute of it! 🏐

From learning new skills to embracing teamwork and confidence, Ruby is discovering just how fun it can be to try something new and give it her all.

At Lumina Planning Partners, we love celebrating the moments and milestones that help shape strong futures, both on and off the court. 💙🧡

05/19/2026

Meet Elizabeth, Jennifer’s daughter, spending time in the saddle with her horse, Ella. 🐎

Riding teaches dedication, trust, and responsibility—and the bond between Elizabeth and Ella is a great reminder that some of the most meaningful lessons come from showing up, practicing patience, and building confidence over time.

At Lumina Planning Partners, we’re proud to support the families and passions that help shape strong futures, both in and out of the arena. 💙🧡