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 >>
How to Maximize Forgiveness on Your PPP Loan
May 6, 2020
On Monday, April 27, the Small Business Administration (SBA) resumed accepting Paycheck Protection Program (PPP loan) applications from participating lenders. This came after the federal government passed a second stimulus package aimed at helping small businesses affected by the COVID-19… Read Now >>
Owners’ Equity — Episode 05: A Conversation with Anna Crowe, Founder & CEO of CrowePR
April 29, 2020
On today’s episode of Owners’ Equity, our conversation dives into brand enhancing P.R. strategies that company’s can take to grow during difficult times with Anna Crowe the Founder & CEO of Crowe PR. In this episode you will learn: –… Read Now >>
Check Out My Interview with Aaron Keith of Buildify Systems
April 29, 2020
I’m excited to announce a new video interview series for Illumination Wealth entitled “Owners’ Equity: Conversations with Today’s Business Leaders.” We recently released our first few episodes of the series. In Episode 1, I had the pleasure to sit down… Read Now >>
Owners’ Equity: A Conversation With Dr. Kristin Kahle, CEO of NavigateHCR
April 27, 2020
On today’s episode of Owners’ Equity, our conversation dives into essential HR practices that all business owners need to be aware of as they navigate this health & economic crisis in order to keep their companies stable and maximize their… 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 >>
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, 2020The 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 >>
