Shedding Light on Recent Developments and Strategies
Good decisions start with good information. We share timely perspectives, practical tips, and thoughtful guidance to help you feel more informed and confident as you plan for the future.
Whether you’re seeking clarity on market developments, looking to better understand your financial options, or simply want to stay connected with what’s happening at our firm, you’ll find it here.
Insights & Commentary
Stay informed with our latest thoughts on the economy, markets, and financial planning topics.
MARKET INSIGHTS
Market Illumination
2Q 2026 Investment Insights
Market Illumination
1Q 2026 Investment Insights
Market Illumination
4Q 2025 Investment Insights
Market Illumination
3Q 2025 Investment Insights
FINANCIAL PLANNING
Trump Accounts: A New Way to Invest in a Child’s Future
Medical Grab ’N Go Envelope: A Simple Step to Be Better Prepared
As part of our ongoing commitment to helping clients stay organized and prepared, we are introducing a new resource: the Medical Grab ’N Go Envelope.
Spring Clean Your Financial Life: A Post-Tax Season Reset
Springtime brings warmer weather and spring cleaning. It’s a natural time to reset, not just at home, but in your financial life as well. By
Arizona Retirement Taxes Explained
Originally published on The Street. Financial planner Erin Itkoe breaks down Arizona’s flat tax, Social Security rules, and retiree-friendly provisions. Erin was recently featured in
Luminescent News & Events
Discover what’s happening at Luminescent from community involvement to firm highlights.
Luminescent Updates: Growing with Purpose
We’ve always believed that growth should be intentional. We don’t think of growth as getting bigger for the sake of it. For us, it’s about
Investing in Education: Luminescent Sponsors Annual Tax and Legal Seminar
The annual Tax and Legal Seminar brings together Arizona’s leading estate planning attorneys, CPAs, insurance agents, and financial planning professionals for a morning of education
Announcing the Launch of Luminescent Wealth Management
Investing in Women’s Futures
Featured Media
Our Contributions to Important Financial Conversations
We’re proud to share our voice beyond the office by adding to conversations that impact the broader financial planning community. We’ve been featured in national publications for our expertise on topics such as retirement planning, estate strategies, tax efficiency, and financial advocacy for women and seniors.
Check out our recent media appearances, articles, interviews, and other features where we’ve had the opportunity to share our perspectives. These contributions reflect our commitment to thoughtful, values-based guidance and our dedication to advancing the financial planning profession.
Media Highlights
How to Ease Taxes on Inherited IRAs
Financial Empowerment: A Woman’s Guide to Secure Retirement Planning
Tax-Efficient Drawdown Strategies in Retirement
Financial Planning For a Pet’s Future Care
Erin discusses planning considerations for our beloved pets.
Retiring in AZ
Erin discusses tax planning considerations for retirees in Arizona.
Women's Guide to Retirement Planning
Erin outlines the critical planning steps women should take to build lasting financial security.
Year-End Tax Planning
Erin reviews a few key year-end tax planning strategies to consider.
Financial Planners and Caregiving
Erin discusses planning considerations for aging clients and their families.
Accessing Retirement Funds
Erin weights in on early withdrawals from retirement accounts.
Protecting Financially Vulnerable Seniors
Erin comments on a new Arizona law to protect vulnerable seniors.
What is a Fiduciary Advisor?
Erin shares her thoughts on what sets fiduciaries apart from other financial advisors.