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Key Tax Deductions for Business Owners

Tax season is here. And by now you should have most of the documents you need to start preparing your 2016 tax returns. Business owners and individuals can yield significant tax savings with the proper planning. Invest 3 minutes and… Read Now >>

Findings From The UBS Global Family Office Report 2018

October 1, 2018

  The UBS Global Family Office Report 2018 looks at where 311 family offices invest their money. The Top Takeaways: These families are super wealthy: The average family net worth is $1.1 billion, while the average amount of assets managed by each family office is… Read Now >>

Get to Know the Team: Tracey Magnuson

September 10, 2018

If you ever called our office here at Illumination Wealth, you would surely receive a warm and friendly greeting from Tracey Magnuson. She is our Client Service Concierge. Tracey not only makes sure every client contact is a wonderful experience,… Read Now >>

How and Why You Should Protect Your Digital Assets

September 10, 2018

By Andrew Costello Most of us have what seems like 100 online accounts that we use to manage our bill payments, our online shopping, or our social media status. Some of us even use a different password for each of… Read Now >>

What I Learned About Investing at 12 Years Old

August 8, 2018

When I was 12 years old I participated in the first school-sponsored stock market game throughout the country. Our team was given a fictitious $100,000 and we had 10 weeks to invest the money. We competed against hundreds of other… Read Now >>

Get to Know the Team: Andrew Costello

August 7, 2018

The Illumination Wealth Team is excited to introduce to you its newest member, Andrew Costello. Read below as he shares his future goals and what he is doing to advance his career. Also, learn a little more about his background… Read Now >>

Get to Know the Team:  Norman Mangina, CFP®

July 17, 2018

Illumination Wealth takes tremendous pride in the contributions made by each member of our team. Norman Mangina, CFP® joined the Illumination Wealth team in 2015 with a diverse financial background. He recently became a Certified Financial Planner™ professional after completing… Read Now >>

What My Son’s Kindergarten Teacher Taught Me About Financial Advice

June 12, 2018

While dropping my son of at school for his last time in Kindergarten it dawned on me just how much he learned and grew over the past year. I realized that his teachers were incredible facilitators that brought out the… Read Now >>

How To Pay For College With Real Estate Investing

June 11, 2018

When most people think of saving for college they immediately think of 529 Plans. There is another way to pay for college that provides for predictable growth, tax-efficiency and even more control. The ways is through investing in real estate.… Read Now >>

Credit Cards for the Strategic Traveler

June 8, 2018

by Anakaren Godinez Credit cards have become part of our everyday lives. Most people would even say it is their preferred form of payment. So why not have your credit card work for you? There are so many credit cards… Read Now >>

How To Turn Your Vacation Into A Tax Deduction

May 30, 2018

Did you know that IRS rules state that you if a trip you take was primarily for business but you extend your stay for a vacation or had other non-business activities your business-related travel expenses are tax deductible? Pretty sweet… Read Now >>