Financial Literacy Hub

At Lumena Financial Strategies, we believe financial literacy is one of the cornerstones of a secure and fulfilling life. That's why we're passionate about providing education and advocating for financial well-being at every stage. We understand your needs evolve throughout life, from navigating allowances as a child to planning for retirement and beyond. Welcome to our Financial Literacy Hub, designed to empower individuals (like you) on their journey towards financial wellness.

Resources for Parents: Learn & Teach

Resources for Parents: Learn & Teach

Young minds are amazing in their ability to learn and adapt to new information. As parents, we often miss opportunities to mentor and guide our children regarding money matters. We encourage you to take an active approach by learning how to model healthy money habits to build a stronger child.

Explore our resources for parents on financial literacy, designed to set your children on a path to financial wellness.

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Resources for Young Adults

Resources for Young Adults

Uncle Ben's cautionary warning to a young Peter Parker (AKA Spiderman) was, "With great power comes great responsibility." 

As a young adult, you may be feeling overwhelmed by the responsibilities you now face and may not feel prepared to make the decisions that are now yours to make. We would like to help.

The resources in this section are tailored for you as you seek to enhance your financial knowledge and begin to create the life you envision.

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Resources for Adults

Resources for Adults

Financial Literacy is for anyone and everyone at any age. Almost every day we hear clients express insecurity about their knowledge of financial concepts and their ability to make informed financial decisions. It takes courage as an adult to ask a question about something you assume everyone knows and you should too. Guess what? They don't always know!

 Discover comprehensive resources, including free courses suitable for anyone eager to enhance their money management skills. 

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Life's Final Chapter: Planning with Care

Life's Final Chapter: Planning with Care

The final stages of life can be challenging because we often face circumstances that we never imagined. Roles become reversed and sometimes relationships change. Individuals and families who plan ahead are often more successful during these transitions.

Talking about end-of-life planning can be uncomfortable both before and after a loved one's passing. This resource page offers tools to guide you through the process with care.

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Discover More - Our Library

Image for What's So Great About a Rollover?

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

Image for Making a Charitable Gift

Making a Charitable Gift

Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.

Image for Caring for Aging Parents

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."