Featured post:
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 >>
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 >>
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, 2020As 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 >>
Illumination Wealth Client Question & Answer Session, March 2020
March 19, 2020In our Illumination Wealth question & answer session from March 18th, 2020, we answered your questions about these extraordinary times and provided our insight.
How Can I Prepare to Sell My Business
March 18, 2020
So, you are ready to retire or move onto a new business opportunity? You’ve decided “it’s time to sell my business” and you plan to use those proceeds toward your retirement fund. Our most recent articles on the Illumination Wealth… Read Now >>
