Hourglass, representing retirement plan strategies to implement before the end of 2024.

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 >>

Owners’ Equity: Episode 10 — A Conversation with Jennifer Barnes, founder and CEO of Optima Office

June 8, 2020

On today’s episode of Owners’ Equity, our conversation dives into optimizing your business financial management with Jennifer Barnes, the Founder and CEO of Optima Office. In this episode you will learn: – An easy way to tell if you have… Read Now >>


7 New PPP Loan Forgiveness Provisions in the H.R. 7010 Bill

June 5, 2020

The PPP loan program has been quite the roller coaster ride since it was implemented as part of the CARES Act. The PPP loan forgiveness rules continue to change, and we’ve been doing our best to keep up with the… Read Now >>


Webinar: PPP Loan Next Steps -Forgiveness Applications and Clarifications -May 28, 2020

May 29, 2020

Implementing your PPP loan is an ongoing, complex process. With new clarifications and the SBA’s release of the forgiveness applications, Matt Rinkey from Illumination Wealth is back to further assist your firm in making the most strategic decisions in these… Read Now >>


New Interim Final Rules Provide More Clarity on PPP Loan Forgiveness

May 28, 2020

Last week, we talked about the Paycheck Protection Program (PPP) Loan Forgiveness Application and updated requirements that were recently released. Since then, the Small Business Administration (SBA) has issued two more Interim Final Rules on May 22. These address borrower… Read Now >>


Owners’ Equity: Episode 8 — A Conversation with Ryan Shortill, Founder of Positive Adventures

May 21, 2020

On today’s episode of Owners’ Equity, our conversation dives into the business trenches with Ryan Shortill of Founder of Positive Adventures and EO Business Trainer. In this episode you will learn: – What Taking Care Of Your Employees & Culture… Read Now >>


SBA Releases PPP Loan Forgiveness Guidelines

May 21, 2020
Hand filling out a checklist

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 >>


Investing in Times of Uncertainty

May 20, 2020

We definitely are living in very uncertain times. It’s almost impossible to predict exactly what is going to happen in our economy over the next few months or years, let alone the next few days. Investors naturally have a lot… Read Now >>


Owners’ Equity — Episode 06: A Conversation with Grayson Lafrenz, CEO of Power Digital Marketing

May 14, 2020

On today’s episode of Owners’ Equity, we are privileged to dive deep in the business trenches with Grayson Lafrenz, the Founder & CEO of Power Digital Marketing, one of Inc. 500’s Fastest Growing Companies. In this episode you will learn:… Read Now >>


Interview with Dan Feder of F&F Properties

May 13, 2020

During quarantine, I have been making the most of my time by conducting a series of video conference interviews that I’m calling “Owner’s Equity: Conversations with Today’s Business Leaders.” Be sure and check out the Illumination Wealth YouTube channel to… Read Now >>


Webinar: Making the Most of Your PPP Loan – May 6th, 2020

May 6, 2020

You’ve received your Payment Protection Program loan. Now what? From the day of funding, there are only eight weeks to put your loan to use. For small businesses, building a set expenditure plan for these eight weeks is vital for… Read Now >>