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
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
One of the most common questions people ask about Social Security is when they should start taking benefits.
These food myths will really put a drain on your wallet.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help you estimate how much you may need to save for retirement.
Determine your potential long-term care needs and how long your current assets might last.
Assess whether you are running “in the black” or “in the red” each month.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
What is your plan for health care during retirement?
It’s never a bad time to speak with your financial advisor about changes in your situation.
Learn how to harness the power of compound interest for your investments.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
How do the markets usually react to elections? Was the 2016 election any different?