Featured post:

Why Real Estate is Overlooked by Most Financial Advisors

When you mention real estate investment to many financial advisors, you may just get a look of concern or confusion. It’s not that they don’t believe it is another way to build wealth. It’s that they may not fully understand… Read Now >>

Episode 13: The Value Of Changing Your Mindset Around Taxes

March 18, 2019

You may not realize this but taxes are likely your single biggest expense when you add them all up – Federal Income Tax, State Income Tax, Payroll Tax, Corporate Tax, Sales Tax, Property Tax, and the list goes on. But… Read Now >>

Episode 12: 2 Vital Numbers That Make or Break Your Early Financial Independence

March 18, 2019

Financial Independence Planning is comprised of many financial details and assumptions about the future. Many financial advisers seek to add unnecessary granularity in hopes of delivering their clients a magic retirement number. On this episode, we discuss the two essential… Read Now >>

Episode 11: How Much Does Financial Independence Cost?

March 18, 2019

Over the past few episodes we have been addressing some of the most critical questions that you need to answer in order to create financial freedom. On today’s episode we address the question of “How Much Money Do I Need… Read Now >>

What is a Tax Advantaged Qualified Opportunity Fund?

March 13, 2019

Most financial experts call them Qualified Opportunity Funds (QOFs). They are also known as Opportunity Zones. Whatever you want to call them, there’s a good reason “opportunity” is always in the title. These new investment funds are one component of… Read Now >>

Wise Tax Strategies to Speed Up Your Financial Independence

March 6, 2019

7 tax tips that will help you achieve financial independence and early retirement. February was FIRE (financial independence, retire early) month here on the Illumination Wealth blog. In March, we want to shift our focus to tax planning because it’s… Read Now >>

Client Case Study: Making Early Retirement Dreams Come True

February 27, 2019

The story of one client’s journey to financial independence thanks to advisement and planning from Illumination Wealth. From time to time on the Illumination Wealth Blog, we want to highlight some of our clients’ success stories as they strive for… Read Now >>

The Challenges of Financial Independence and Early Retirement

February 20, 2019

The road to early financial independence can be demanding, yet rewarding. It’s important to understand the obstacles you will face on your FIRE journey. At Illumination Wealth, we’ve been excited to talk about the February FIRE movement (Financial Independence, Retire… Read Now >>

Episode 10: Financial Independence – Not If, But When

February 15, 2019

On this episode, we address the next most important question on the journey to financial independence – “When”?. This is the date where you actually turn your financial independence dream to reality. You have to know “When” in order to… Read Now >>

10 Tips for Early Financial Independence

February 13, 2019

As we continue our February FIRE (Financial Independence, Retire Early) movement, it’s important to understand what it takes to achieve early financial independence. Many people mistakenly think that earning a high salary is all it takes, while others may be… Read Now >>

Episode 9: The Two Most Important Questions For Financial Independence & Early Retirement

February 8, 2019

This month, we are dedicating the “Sharing the Illumination Wealth” podcast to Financial Independence. On todays episode, we address two of the most important questions on your journey to financial independence. Unfortunately most financial advisors “poo-poo” these two questions yet… Read Now >>