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
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
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Explore the growing influence women wield over the economy with this handy infographic.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Assess whether you are running “in the black” or “in the red” each month.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
For women, retirement strategy is a long race. It’s helpful to know the route.
Do you know these three personal finance sayings?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Investors seeking world investments can choose between global and international funds. What's the difference?
Estate conservation is too important to put off. Do you have a smart exit strategy?