What’s The Real Value of Your 401(k)?

June 26, 2017

We interact with a lot of smart business owners and professionals but we find that most people still don’t know the real value of using a 401(k) can mean for their net worth. There are two major tax benefits to… Read Now >>

Is Your Home A True Investment?

June 26, 2017

Do you view your home as an investment? We don’t, at least not the way most people think of it. Good investments don’t require you to put money into them each and every month. Good investments have the ability to… Read Now >>

Getting to Know Our Team: Anakaren Godinez

June 26, 2017

We are excited to announce that we have a new member to the Illumination Wealth team. Anakaren Godinez is a recent graduate from San Diego State University’s Financial Planning Program and has now joined our team as an Associate Financial… Read Now >>

Western Pension and Benefits Conference

April 28, 2017

On April 18th, Matt was invited as a guest speaker for the Western Pension and Benefits Conference. His audience consisted of business professionals such as CPAs, ERISA attorneys, and plan vendors. Matt explained the importance of due diligence when plan… Read Now >>

Sushi and Taxes

April 10, 2017

As tax season winds down, the astute taxpayer is already planning for next year’s tax season. The amount you owe or get refunded with your tax return doesn’t need to be a surprise. With the proper planning, you can minimize… Read Now >>

Better Safe Than Sorry

April 10, 2017

Have you ever had anything of value taken from you? Well, some of our clients have. From packages to important letters, if you are expecting something important by any delivery means, whether it be Fedex, UPS etc., there are some… Read Now >>

Illumination Wealth’s Sushi Making Night

March 28, 2017

We can check off “learn how to make sushi” on our lists! We did get a little messy but it was definitely worth it. Even though some of our sushi ended up not looking like sushi, it was still a… Read Now >>

Key Tax Deductions for Business Owners

February 16, 2017

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 >>

Tax Changes for 2017

February 3, 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… Read Now >>

Trump & Your Financial Concerns

January 30, 2017

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… Read Now >>