Lumen Financial Group

Lumen Financial Group At Lumen Financial Group we provide comprehensive financial planning services, including investment management, tax preparation, and life insurance.

Extra payments on student loans can save you more than you might expect. See how accelerating your payoff affects your t...
06/02/2026

Extra payments on student loans can save you more than you might expect. See how accelerating your payoff affects your timeline and total interest paid.

See how extra payments toward your student loans could shorten your payoff timeline.

Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.
05/30/2026

Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

Have you ever had to deal with a "white elephant" inheritance? Learn how to avoid holding on to a burden in our latest a...
05/26/2026

Have you ever had to deal with a "white elephant" inheritance? Learn how to avoid holding on to a burden in our latest article.

This article deals with how one might deal with a burdensome inheritance.

Does it make more sense to push back retirement, or not to retire at all?
05/23/2026

Does it make more sense to push back retirement, or not to retire at all?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Finding the proper insurance for your condo means knowing what is covered by the association’s insurance.
05/19/2026

Finding the proper insurance for your condo means knowing what is covered by the association’s insurance.

Important items to consider when purchasing condo insurance.

This piece guides readers through placing financial pillars in place, sustaining financial well-being or creating wealth...
05/16/2026

This piece guides readers through placing financial pillars in place, sustaining financial well-being or creating wealth.

Sustain financial well-being or create wealth through these actions.

Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
05/12/2026

Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

When considering a record keeping system for your business, you need to ask yourself some very important questions
05/09/2026

When considering a record keeping system for your business, you need to ask yourself some very important questions

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

Before retiring early, take a look at the cold, hard facts.
05/05/2026

Before retiring early, take a look at the cold, hard facts.

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?
05/02/2026

Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?

There are things about Social Security that might surprise you.

Address

800 Township Line Road , Suite 125
Yardley, PA
19067

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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