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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 >>
Sticking to Your Investment Strategy in Times of Crisis
January 15, 2020
In times of world crisis, some investors hit the panic button a bit too early and totally changing their investment strategy. Recently, we’ve been getting a lot of questions about how the military conflict between the United States and Iran… Read Now >>
What Are Your 2020 Financial Resolutions?
January 8, 2020
2020 is finally upon us! Not only are we in a new year, but we’re kicking off a brand new decade. Now is the time most of us try to make some New Year’s Resolutions. Eat healthier, lose weight, volunteer… Read Now >>
Happy Holidays from Illumination Wealth!
December 24, 2019
We wanted to take this opportunity to wish everyone a very happy holiday season. Being that Christmas, Hanukkah and Kwanzaa are all being observed this week, there is no more fitting time to celebrate the season and spread the message… Read Now >>
Smart Ways of Giving Financial Gifts to Kids or Grandkids
December 18, 2019
Gift giving is a natural part of the holiday season. You want to give your kids and grandkids meaningful gifts. Beyond just toys and trinkets, you may want to give them significant financial gifts, whether it’s in the form of… Read Now >>
Why You Should Avoid Market Predictions for 2020
December 11, 2019
2020 is getting closer and it’s almost impossible to avoid hearing “expert” predictions for the stock market and our economy as a whole. If you are plugged into the investment scene at all, then there’s no doubt you’ve already heard… Read Now >>
What is a Donor-Advised Fund and Why Consider it?
December 4, 2019
Many people are looking to increase their charitable contributions this time of year. It can make a big difference in your taxes, but it also just makes you feel good to give back. When you have the means to support… Read Now >>
Buyer Beware! Don’t Overspend Just Because of Discounts.
November 27, 2019
First of all, we want to wish everyone out there a very Happy Thanksgiving. We are very grateful to everyone who is part of the extended Illumination Wealth family! With Thanksgiving weekend, however, also come the biggest consumer “holidays” of… Read Now >>
Evaluating Your Employee Benefits for 2020
November 20, 2019
As the year draws to an end, employers will begin rolling out new and revised employee benefit plans. Even if nothing changes, this is time for you as an employee to make important decisions to maximize what you get out… Read Now >>
Wise Tax Strategies Heading into the End of the Year
November 13, 2019
Can you believe it’s already November? 2019 has gone by quickly and it won’t be long before we’re ready to turn the calendar pages over to 2020. When it comes to your finances, there are a number of things that… Read Now >>
Year-End Financial Planning Moves to Make
November 6, 2019
It’s hard to believe we’re already in November. If you haven’t already started making moves, now is definitely the time to get all your year-end financial planning in order. The more prepared and on top of things you can be,… Read Now >>
