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SBA Releases PPP Loan Forgiveness Guidelines

Many small businesses have applied for Paycheck Protection Program (PPP) loans to cope with the financial impact of COVID-19. Many non-essential businesses were forced to shut down per government orders, while many others had to reduce staff and other expenses… Read Now >>

The Most Important “Rate” of Your Financial Life

September 1, 2015

What’s the first thing comes to mind when you think of word “rates” as it relates to your personal finances? Mortgage rates, interest rates, tax rates or rate of return? Those are the top four “rates” when we ask the… Read Now >>

Keep Your Cool As An Investor

August 25, 2015

By now you probably know that the stock market has had a rough couple of weeks. I know I have spoken to many of you recently about the current state of the financial markets but I think it is an… Read Now >>

5 Ways To Save More Without Cutting Back

August 18, 2015

Save more…that’s a pretty common theme when it comes to your financial future. Unfortunately, it’s true. Most Americans are simply not doing enough of it when it comes to their own financial independence and retirement savings. According to retirement statistics from the… Read Now >>

4 Ways to Save Money On Your Personal Insurance

August 1, 2015

There is something that we have to get off our chest. Over the past month we have reviewed three different clients home & auto insurance plans and to say our clients were not getting treated like they deserved was an… Read Now >>

August 2015: 4 Ways to Save Money While Improving Financial Security

August 1, 2015

Hello All, I hope you are enjoying the summer! We have been and have certainly enjoyed hearing about all of the vacations, summer camps and conferences that have filled up your summer months. This past week we welcomed Norman Mangina… Read Now >>

Introducing the Newest Member of The Illumination Wealth Team: Norman Mangina

July 31, 2015

We are very excited to announce the newest member of The Illumination Wealth Team! Norman Mangina has joined us as an Associate Financial Planner. A little about Norman…not only is he great with numbers, but he is also a really… 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 >>