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How to Use a 1031 Exchange to Grow Your Real Estate Portfolio
For real estate investors, one of the most powerful tools available to accelerate portfolio growth is the 1031 exchange. Named after Section 1031 of the Internal Revenue Code, this strategy allows you to defer capital gains taxes when you sell… Read Now >>
Big Beautiful Breakdown: Bonus Depreciation Benefits for Business Owners
July 15, 2025
How were bonus depreciation tax rules affected by Trump’s One Big Beautiful Bill Act? Illumination Wealth covers what you need to know.
Understanding Gift Tax Rules for Smart Wealth Transfers
July 9, 2025
What are the most important gift tax rules to understand and how can you minimize tax liabilities for yourself and your recipients?
How to Plan for Financial Independence and Early Retirement (FIRE)
July 1, 2025
What is FIRE (Financial Independence and Early Retirement) planning? Illumination Wealth breaks down the steps you should be taking now.
Financial Planning for Business Owners: Creating a Roadmap for Success
June 24, 2025
Follow these tips from Illumination Wealth for financial planning for business owners. Build a stronger financial legacy with better planning.
How to Reduce Estate Taxes and Preserve Wealth for Future Generations
June 17, 2025
Looking to reduce estate taxes and improve your estate planning strategies for your family and business? Here are some tips.
Why Every Business Owner Needs an Estate Plan
June 10, 2025
As a business owner, you’ve worked hard to build something of value. But have you taken the steps necessary to protect your business—and your family’s financial future—if something unexpected happens? An estate plan isn’t just for retirees or high-net-worth individuals.… Read Now >>
Understanding Risk Tolerance: How Much Risk Should You Take?
June 3, 2025
Every investor has a different relationship with risk. Understanding your personal risk tolerance is essential to building a portfolio that supports your long-term financial goals while helping you sleep at night. At Illumination Wealth, we believe that knowing how much… Read Now >>
How to Recession-Proof Your Investment Portfolio
May 27, 2025
Recessions are an inevitable part of the economic cycle. While it’s impossible to time them perfectly, you can prepare your investment portfolio to weather downturns with greater resilience. Recession-proofing doesn’t mean avoiding risk entirely. It means managing it wisely. By… Read Now >>
The Biggest Investment Mistakes High-Net-Worth Individuals Make
May 18, 2025
High-net-worth individuals (HNWIs) often have access to a wider range of investment opportunities, professional advice and financial tools. But greater wealth doesn’t always mean better decision-making. In fact, many affluent investors fall into traps that can erode long-term wealth if… Read Now >>
How to Build a Business Exit Plan for Long-Term Financial Success
May 13, 2025
For many entrepreneurs, building a business is a lifelong pursuit. But at some point, every owner faces the question: What’s next? Whether you’re planning to sell, pass your business to the next generation or transition into a more passive role,… Read Now >>
