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— William Arthur Ward — Mark Twain — Aristotle Onassis — Ken Nutt

Mission Statement

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.

Sincerely, 

Maria Bonino Houserman

Founder and Managing Director   

Helpful Content

Tips for Finding Care for Your Disabled Child

Tips for Finding Care for Your Disabled Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

Mortgages in Retirement

Mortgages in Retirement

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

Asset Allocation

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

 

Women on the Rise

Explore the growing influence women wield over the economy with this handy infographic.

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

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A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

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