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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 Benefits of Developing a Cash Flow Projection

April 22, 2020

Many small business owners are facing a lot of very difficult decisions these days. During the COVID-19 crisis and even looking ahead to a post-coronavirus economy, most businesses are being forced to make major operating changes in a short period… Read Now >>


Owners’ Equity — Episode 03: A Conversation With Sam Mehta, of Bluefire Mortgage

April 21, 2020

On today’s episode of Owners’ Equity, our conversation dives into the unusual dynamics in the mortgage market and what it means for homebuyers, those looking to refinance and financially strapped mortgage holders with Sam Mehta of Bluefire Mortgage. In this… Read Now >>


Get to Know: Eric Niergarth, CFP®

April 20, 2020

The reason I got into this profession: Personal finance has always drawn my interest. When in college, I majored in accounting but knew I had no interest of going into that field. What drew me to the degree was that… Read Now >>


Maximizing The CARES Act With Chase Birky, CPA – Owners’ Equity Episode 02

April 20, 2020

On today’s episode of Owners’ Equity, we have a valuable and insightful conversation with the one of the nations premiere experts in the CARES Act and Founder of Dark Horse CPA, Chase Birky. In it you will learn: – How… Read Now >>


Exploring Your Small Business Relief Options

April 15, 2020

Between the stimulus package as part of the Federal CARES Act, new SBA loan options, charitable organizations and state/county/city governments, there are many financial aid and business relief resources out there for entrepreneurs who are struggling to get by right… Read Now >>


SBA Loan Options Under the CARES Act

April 8, 2020

Last week on the Illumination Wealth Blog, we shared a simple list of links and resources for the CARES Act stimulus package. Please check it out if you haven’t already. In this article, we want to focus on certain components… Read Now >>


Get to Know: Danielle Greenwood, Client Service Concierge

April 1, 2020

The reason I got into this profession: I can’t say there is one specific reason as to why I am in the financial services industry, because the truth is there are many reasons. I wouldn’t have any knowledge regarding the… Read Now >>


Helpful Resources for COVID-19 Relief and the CARES Act

March 27, 2020

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 >>


Federal and State Governments act to help lessen the impact of COVID-19

March 23, 2020

As the US has continued to brace and cope with the impact of the coronavirus pandemic, both Federal and State governments have responded to help small business and their employees.  On March 17, 2020 California’s Governor signed an executive order… Read Now >>


Financial Life Advice During the Coronavirus Market Volatility

March 20, 2020

You may have noticed that we’ve posted a couple new videos on our YouTube channel and the Illumination Wealth Blog lately. It’s pretty easy to understand why people are craving financial advice right now. The financial markets have experienced significant… Read Now >>