Abacus representing distribution of wealth - CLAT concept

Featured post:

Why You Should Consider Gifting to a Charitable Lead Annuity Trust

If you’ve been following the Illumination Wealth Blog lately, you will have seen some good year-end tax planning tips. If you are looking to lower your 2020 taxable income and do some good in the process, then you will want… Read Now >>

Thanksgiving Greetings from Our Senior Investment Strategist

November 29, 2020

Dear Illumination Wealthy Family, Clients & Friends: I am thankful for much, but mostly for the great relationships with you that I cherish. I wanted mostly to wish you a Healthy and Happy Thanksgiving. What a year it has been… Read Now >>


Why You Should Consider Gifting to a Charitable Lead Annuity Trust

November 27, 2020
Abacus representing distribution of wealth - CLAT concept

If you’ve been following the Illumination Wealth Blog lately, you will have seen some good year-end tax planning tips. If you are looking to lower your 2020 taxable income and do some good in the process, then you will want… Read Now >>


Year-End Charitable Giving Strategies With Matt Rinkey®, CEPA & Eric Niergarth, CFP®

November 23, 2020

  Matt Rinkey, CEPA® and Eric Niergarth, CFP® of Illumination Wealth discuss your options for Philanthropy and Charitable Giving as 2020 comes to a close. In this video you will learn: -What a donor advised fund is and it’s benefits.… Read Now >>


The CARES Act and 2020 Charitable Giving Opportunities

November 18, 2020

As 2020 mercifully nears its end, now is the time to make key strategic financial moves before the calendar rolls over to 2021. Recently, we provided a series of tax planning tips for people who made more money this year,… Read Now >>


How Proposition 19 Affects California Legacy Property Owners

November 11, 2020
California house

Two Propositions were on the ballot in California this election that affected state property tax rules. Proposition 15 did not pass. It would have impacted commercial and industrial property owners. Proposition 19, on the other hand, did pass. It will… Read Now >>


Tips for Health Insurance and Enrollment Benefits That Improve Your Financial Health

November 11, 2020

With a new year around the corner, it is time to again select your Health Insurance Benefits for 2021. Matt Rinkey and Norman Mangina, CFP of Illumination Wealth share helpful tips when selecting your options. -The Most Important Factors When… Read Now >>


Annual Business Planning: How to Get the Most Out of Your Year-End Planning Workshops

November 5, 2020
Business planning meeting

As 2020 nears its end, it’s time to start looking ahead to 2021 and beyond. If you own a business, you’ll want to schedule a strategic annual business planning meeting with your leadership team. It’s important to remember that your… Read Now >>


The Great Tax Benefits of Depreciation

October 29, 2020

Depreciation has always been one of the best tax breaks for any business owner. It is sometimes underutilized. It is often under-appreciated for how much it can really save you if you use the rules to your advantage. Depreciation used… Read Now >>


Do You Want To Sell Your Stocks Because of The Election? Ask Yourself These Questions First:

October 23, 2020

Do You Want To Sell Your Stocks Because of The Election? With the 2020 General Election around the corner, it is normal to have questions on what your next move should be. Matt Rinkey discusses what you should be asking… Read Now >>


Take Advantage of These Year-End Tax Planning Strategies (Part 2)

October 21, 2020

The past two weeks on the Illumination Wealth Blog, we have been talking about some year-end tax planning tips. These are strategies used by savvy individuals, families, investors and business owners who are looking to reduce their overall tax liabilities… Read Now >>