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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 >>

A Spending Holiday Challenge

December 8, 2017

Did you know that the typical American is estimated to spend almost $1,000 this holiday season? Collectively, that’s about $680 billion of being transferred from your pocket into the coffers of Amazon, Target, Costco and their suppliers. What’s scary is… Read Now >>


How To Ensure Your Real Estate Isn’t Overlooked By Your Advisor

December 1, 2017

Did you know that real estate investing is not a single part of any financial advisors or certified financial planners education curriculum? The average high net worth investor (defined as someone with over $1mln in financial assets) holds approximately 30%… Read Now >>


Making an Impact with Feeding America

November 17, 2017

A big thanks to everyone who joined us on our mission to end hunger with Feeding America. This was our 4th year volunteering to this worthy cause and there are much more to come. We went through fruit that would… Read Now >>


6 Significant Ways Real Estate Investing Can Help You Build Wealth

November 16, 2017

A recent investor poll by Morgan Stanley shows that 77% of all millionaire investors own real estate. So why has real estate always been characterized by Wall Street as an “alternative” asset class? Because it was not an easy product… Read Now >>


12 Major Tax Benefits of Real Estate Investing

November 10, 2017

One of the greatest impediments to building wealth is taxes. It’s critical that you learn how to keep more of what you make and understand how the government favors certain endeavors through tax incentives. Perhaps even more so with the… Read Now >>


Strategic Charitable Giving Opportunities

November 8, 2017

We are often asked if there are strategic ways to be philanthropic. The simple answer is yes. There are numerous ways you can make an impact through charitable giving (both in time, money, investments, supplies, etc.) while realizing some of… Read Now >>


5 Common (and Costly) Mistakes Do-It-Yourself Real Estate Investors Make

November 1, 2017

This video addresses 5 Common (and Costly) Mistakes Do-It-Yourself Real Estate Investors Make. We have seen what works and what hasn’t…both from our own experiences as well as the experience of many clients that have gone down the real estate… Read Now >>


Feeding America on November 11, 2017

October 5, 2017

Registration Form Below In times of need, we must do more than giving our thoughts & prayers — we need action. Illumination Wealth (and hopefully with your support) will be volunteering at Feeding America in San Diego. Feeding America’s mission is… Read Now >>


Learning To Be Better Commune-icators

October 5, 2017

We had a great turn out at our last event – The Alchemy of Alignment. We thank all of you who participated and hope you walked away with new tools to develop strong relationships that lead to improved business performance… Read Now >>


5 Simple Steps to Secure Your Financial Life

October 4, 2017

The online world offers various tools to help us manage our day-to-day lives. We must take precautions for the new dangers that exist with these advancements. It is important for you to take responsibility in keeping your personal information safe.… Read Now >>