Featured post:
Maximize Your Retirement Savings: 5 Steps to Take Before 2024 Ends
Time flies, and your retirement is now one year closer. As the December 31 deadline approaches, there’s still a window of opportunity to take steps that will help you strengthen your company’s retirement funding strategy before 2024 comes to an… Read Now >>
Why Every Business Owner Needs to Know Their Wealth Gap
January 7, 2021
This month on the Illumination Wealth Blog, we want business owners and entrepreneurs to ensure their annual business planning— is aligned with their personal and financial goals. In today’s article, we want to focus on the wealth gap. What is… Read Now >>
The Importance of Tracking and Adjusting Your 2021 Financial Plan
December 22, 2020
If you’ve been following the Illumination Wealth Blog this month, you will have seen a series of articles focused on annual financial goal setting and action planning to achieve those short-term (and long-term) goals. Here are the previous three articles… Read Now >>
10 Tips for Developing Your 2021 Financial Plan
December 16, 2020
This month, we’ve been talking about financial goal setting and building your financial plan for 2021. I encourage you to read the other two articles before this one: 7 Steps to Setting Better Financial Goals Building Habits to Achieve Financial… Read Now >>
Building Habits to Achieve Financial Goals
December 9, 2020
Last week on the Illumination Wealth Blog, we shared “7 Steps to Setting Better Financial Goals.” However, this is just half of the story. It’s great to set your financial goals year after year and revisit your long-term financial plan,… Read Now >>
7 Steps to Setting Better Financial Goals
December 2, 2020
Goal setting is a vital part of building financial success. To truly create wealth and long-term financial independence, you must have goals. Setting goals allows you to develop a more effective financial plan to achieve those goals. They can also… Read Now >>
Thanksgiving Greetings from Our Senior Investment Strategist
November 29, 2020Dear 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
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, 2020Matt 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
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 >>
