Menu

Key Tax Deductions Business Owners Need to Consider

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 find ways to properly prepare for and save on taxes this year.

Keep Reading

Tax Changes for 2017

Retirement Contribution Limits Every year the IRS makes adjustments to retirement contribution limitations for inflation. For 2017, most savings contribution limits remained the same with the exception of the SEP/401(k) and individual HSA limits. The maximum SEP / 401(k) contributions went up from

Keep Reading

Trump & Your Financial Concerns

We've heard from many friends and colleagues since Trump took over the presidential office express concerns about his impact on their investments and financial life. In this video Matt discuss a mindset shift that is critical for building wealth during unsettling times. https://youtu.be/Lv5zfQ

Keep Reading

How to Live 2017 by Design Rather Than by Default

Happy New Year to all of our clients and readers! Many of us begin a new year thinking about resolutions. New Year's resolutions are about taking action. They're about moving you closer to your goal. They're about being a better you. In the spirit of taking action, we offer some articles and adv

Keep Reading

Don’t Default On Your Financial Decisions

When it comes to selecting an option, a default option that is already selected for you can make your life a little easier. The default is what you get if you do nothing, if you don't make a decision to change it. It's sometimes seen as a recommendation of what you should choose or what most people

Keep Reading

3 Actions You Can Take to Improve Your Financial Life in 2017

Are you wondering what you can be doing in January to set yourself up financially this year? We've come up with three things you should be doing now. Adjust the amount of taxes that are withheld from your paycheck. If you usually get a refund or owe money to the IRS, you can adjust the amount

Keep Reading

The Best Acceptance Speech Ever!

This past week the Golden Globes were on TV and a lot of attention in the media and across the Facebook community has been given to Meryl Streep for her acceptance speech denouncing the president elect. Unfortunately, most people have spent more time watching the Golden Globes and talking / commen

Keep Reading

The Key To Strategic Financial Life Planning

2017 brings a new start to the year. Your mission should be to find ways to integrate your personal life and professional life to ensure that you are living your best financial life. Instead of focusing on the tactical changes, spend time identifying the strategic actions you can take that will make

Keep Reading

Our Day at Feeding America

On Saturday, November 12th, the Team at Illumination Wealth volunteered at Feeding America of San Diego. We helped package over 6,000 pounds of food and 100 backpacks for families who are food insufficient. It was a wonderful day of community and teamwork. Thanks to all of those who contributed!

Keep Reading

Election Response

“At its best, life is completely unpredictable.” - Christopher Walken Dear Clients & Friends, I know for many of you the unpredictability of this unusual election season may not feel like life at its best. To top it off, financial markets are reacting negatively to the growing likelihood

Keep Reading