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
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
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.
How federal estate taxes work, plus estate management documents and tactics.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
A special needs trust helps care for a special needs child when you’re gone.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Have you found yourself suddenly single? Here are 3 steps to take right now.
The market is as unpredictable as the weather. We'd love to help you prepare.
Even low inflation rates can pose a threat to investment returns.