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Trust, Tax, and Estate

Trust, Tax, and Estate

Treasury Opens a $1,700 Dollar-for-Dollar Tax Credit for School Scholarships, Projected at $26 Billion a Year by 2030

by Team Lumida
October 1, 2026
Trust, Tax, and Estate

T. Rowe Price CEO Bets on Tax-Loss Harvesting as Schwab and Fidelity Retreat — Plus an Alternatives Push to Reverse $1.9T AUM’s Years of Outflows

September 1, 2026
Trust, Tax, and Estate

Is Your Child’s Scholarship Taxable? The Rules Are More Complicated Than You Think — A Fall Planning Guide

July 24, 2026
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© 2025 Lumida Wealth Management LLC is an SEC registered investment adviser. Privacy Policy. Cookies Policy.
Disclaimer Important Information This site is for informational purposes only. Information presented on this site does not constitute as investment advice.

Lumida Wealth Management LLC (‘Lumida”) is an SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.

Lumida's website (referred to herein as the "Website") is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of the Website on the Internet should not be construed by any client and/or prospective client Lumida’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.

Any subsequent, direct communication by Lumida with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

‍Lead Capture Forms: By submitting your contact information in the forms on this site, you are not obligated to invest in Lumida's product or services.
‍Address: Lumida Wealth Management, 25 W 39th Street Suite 700, New York, NY 10018