Featured post:

Take Advantage of These Year-End Tax Planning Strategies (Part 2)

The past two weeks on the Illumination Wealth Blog, we have been talking about some year-end tax planning tips. These are strategies used by savvy individuals, families, investors and business owners who are looking to reduce their overall tax liabilities… Read Now >>

Is it a Good Investment to Reduce My Loan Balance During a Refinance?

July 22, 2020

Many homeowners are considering mortgage refinances right now because interest rates are still so low and home prices continue to rise with low housing inventory throughout the country. It may seem like a no-brainer to refinance and lower your mortgage… Read Now >>

Should You Take The EIDL Loan?

July 17, 2020

  If you aren’t already aware, the Small Business Association is still accepting applications for Economic Injury Disaster Loans (EIDL).We explain just why you may want to take their off as well as the pros and cons of taking this… Read Now >>

How to Actually Know if Your Mortgage Refinance Makes Financial Sense

July 8, 2020

When looking at the current real estate and mortgage refinance markets, two financial indicators really stand out: Mortgage rates are at historic lows Home prices are on the rise Understanding These Indicators Both of these are fairly easy to explain.… Read Now >>

When and Why You Should Sell Your Stocks

July 2, 2020

This is the age-old question for all stock market investors… When is the best time to sell my stocks? As we all know, the answer is never just as simple as “Buy low. Sell high.” It’s not always easy to… Read Now >>

9 Lessons From My First 9 Owners’ Equity Interviews

June 30, 2020

After 9 detailed and insightful Owners’ Equity Interviews, Matt Rinkey, the Founder of Illumination Wealth shares his top 9 takeaways from the series and explains how you can implement them into your business. The 9 Lessons: 1: Using Data Not… Read Now >>

What is Private Equity and What Could it Mean for Your 401k?

June 24, 2020

Earlier this month, the U.S. Department of Labor released a letter that stated private equity investments would soon be allowed within certain retirement plans. There will be specific rules to follow and more details to learn, but we could start… Read Now >>

How to Invest When the Market is Up

June 17, 2020

The market will always have its natural ups and downs, but 2020 has been a true roller coaster of a year. The economy was great at the beginning of the year. Then, COVID-19 came to town and wreaked havoc. Now,… 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 >>