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Preparing for 2025: How to Build a Bulletproof Financial Plan
As the calendar turns toward a new year, it’s the perfect time to ensure your financial plans are as robust as your ambitions. A well-crafted financial strategy helps you navigate uncertainties, achieve your goals and create long-term stability. Here’s how… Read Now >>
Take Advantage of These Year-End Tax Planning Strategies (Part 3)
October 14, 2020
Last week on the Illumination Wealth Blog, we shared some helpful year-end tax planning strategies for individuals, families and business owners who have suffered a significant loss of income in 2020 due to the effects of the coronavirus economy. If… Read Now >>
Helpful End Of Year Tax Planning Tips: 3 Part Series Summary
October 14, 2020
Here are few things you should consider as you embark on your tax planning. With the 4th Quarter in season, now is the time to get started on yours. Matt Rinkey, the Founder of Illumination Wealth, covers the three most… Read Now >>
Take Advantage of These Year-End Tax Planning Strategies (Part 1)
October 8, 2020
In this three-part blog and video series, we are going to take a look at some year-end tax planning strategies that you will want to take advantage of as the year comes to a close. 2020 has been the strangest… Read Now >>
Tips to Manage Insurance Premiums
October 2, 2020
Have you noticed that your Homeowners Insurance premiums have been increasing lately? It’s not your imagination, and with premiums projected to increase even more in the coming years, Matt Rinkey shares some helpful tips and strategies to help make… Read Now >>
Should You Own Bonds In Your Portfolio?
September 26, 2020
Should you own bonds in your portfolio? It’s a question that’ has frequently come up for us over the past few weeks as bonds have had historically low yields. Matt Rinkey explains why it makes sense to own bonds as… Read Now >>
How to Maximize Your QBI Deduction
September 25, 2020
One of the major provisions from the Tax Cuts and Jobs Act that was enacted in 2018 (and runs through 2025) is the qualified business income deduction (QBI deduction). It is a special deduction claimed on the individual tax return… Read Now >>
How to Make Your HELOC Tax Deductible
September 16, 2020
When you have a healthy amount of equity in your home, a home equity line of credit (HELOC) can be a valuable financing tool. You can use that money to pay off higher-interest debts (car loans, credit cards, student loans,… Read Now >>
Investing in Racial Justice with Kathleen Boyd, Owners’ Equity Episode 11
September 10, 2020
Our very own Kathleen Boyd joins Matt Rinkey to discuss the serious topic of Investing in Racial Justice and the role the Financial Services Industry in this episode of Owners’ Equity. Here’s where you can find more of Illumination… Read Now >>
How Will the 2020 Election Affect the Stock Market?
September 9, 2020
2020 has been an turbulent year, to say the least, and it’s about to get a whole lot more dramatic with the presidential election less than a couple months away. Even with debates and campaign rallies being limited by COVID-19… Read Now >>
What is an Accredited Investor and What Are the Benefits of Becoming One?
September 3, 2020
An accredited investor is an individual or a business entity who is allowed to invest in ventures that are not registered with the U.S. Securities and Exchange Commission. In a nutshell, an accredited investor is proven to have the means… Read Now >>
