Featured post:

Helpful Resources for COVID-19 Relief and the CARES Act

It seems like things are changing every day with the COVID-19 (coronavirus) pandemic affecting the stock market, a majority of business industries and millions of American workers. We don’t know how long these widespread shutdowns will last, or how long… Read Now >>

July 2015: How to Achieve a Tax-Free Second Half of 2015

July 2, 2015

We hope the first half of 2015 has been more empowering than it was taxing as it relates to your financial life. It’s been a year full of significant milestones across the country and within the Illumination community. We have… Read Now >>


7 Different Ways to Get Your Money into a Roth Account

June 28, 2015

We meet with our clients regularly to discuss the issues that impact their financial life and invariably the Roth IRA is one of those topics that always comes up. For those of your that don’t know the basics of the… Read Now >>


June 2015: What the Farmer’s Market Can Teach You About Investing

June 1, 2015

I hope this finds you doing very well at the beginning of another purposeful month.  May was action packed – full of meaningful holidays and new experiences. Each month our intention is to bring you relevant, realistic and valuable information that you can use… Read Now >>


May 2015: Three Ways to Save This Spring

May 11, 2015

Can you believe we are 1/3 of the way through 2015 already? May isn’t just about the weather and money. Are you where you should be in pursuit of your life goals? Whether you are or not, in this month’s newsletter… Read Now >>


Job Description: Associate Financial Planner

April 28, 2015

Summary Description / Primary Role We are seeking an Associate Financial Planner to join our growing team.  If you are a CFP® certificant, or would like to become one, this might be a good fit for you. This role will… Read Now >>


How to turn your health into real wealth…

April 23, 2015

With the weather warming up across the country many articles have surfaced on ways to boost your health & fitness to get you into shape for the summer. It’s been said that “health is wealth”. Well, I want you to be… Read Now >>


April 2015: March Momentum and April Rules

April 1, 2015

People like to call this time of year either March Madness or April Fools. From our experience, it’s more fitting to call it March Momentum and April Rules. With college basketball in a frenzy and a Shark Tank far from… Read Now >>


10 Success Principles from Mark Cuban & Bo Ryan

March 29, 2015

This past week I had the privilege of seeing Mark Cuban (think Shark Tank and Billionaire owner of the Dallas Mavericks) and Mark Burnett (Producer to 11 Television Shows including Survivor, Shark Tank and The Voice) at the USC Marshall School… Read Now >>


Money Madness

March 24, 2015

Are you a college basketball fan? Have you been watching any of the games during March Madness? I have been paying a bit more attention this year because my Wisconsin Badgers are a #1 seed and have made it to the… Read Now >>


Highlights from Warren Buffett’s Annual Letter to Shareholders

March 1, 2015

On Investing I know of no way to reliably predict market movements. For the great majority of investors, however, who can – and should – invest with a multi-decade horizon, quotational declines are unimportant. Their focus should remain fixed on… Read Now >>