Luca, Bonino & Associates LLC is a wealth management firm devoted to help you navigate your financial future. Our mission is to help people consider innovative solutions and make informed decisions to improve their financial lives. We motivate and encourage others to pursue their own personal and financial fulfillment.
Welcome to Luca, Bonino & Associates, LLC Wealth Management
Thank you for your interest in Luca, Bonino & Associates LLC Wealth Management! We know that you depend on input and solutions from many professionals in your life and are privileged with the opportunity to help you navigate your financial future. Take some time to explore our site and let us know how we can help!
Luca, Bonino & Associates, LLC is a firm dedicated to paramount and personalized client service as well as unbiased asset management, financial and insurance planning, and investment counsel. We aspire to become the wealth management firm of choice in Woodland Hills, California as well as in our new location in the Raleigh/Durham area, North Carolina for clients that expect personalized financial planning, portfolio construction and management, accountability for investment strategies, and exceptional client service.
We aim to provide financial confidence in knowing that you have a plan in place that lets you live life to the fullest. We appreciate the opportunity to serve you and assure you of every effort to earn your confidence.
Maria Bonino Houserman
Founder and Managing Director
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Understanding the value of a home warranty.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Here are five facts about Social Security that are important to keep in mind.
This questionnaire will help determine your tolerance for investment risk.
Estimate your monthly and annual income from various IRA types.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help you estimate how much you should be saving for college.
This calculator demonstrates the power of compound interest.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Why are 401(k) plans, annuities, and IRAs so popular?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
What does your home really cost?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Learn how to harness the power of compound interest for your investments.
Around the country, attitudes about retirement are shifting.