Featured post:

Wise Tax Strategies Heading into the End of the Year

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 >>

5 Ways to Reduce Your Retirement Plan Cost and Save Millions

July 3, 2019

As we’ve been discussing these past several weeks, you have more options than you realize when it comes to setting up a retirement plan for your business. Whether you go with a traditional 401(k), a SIMPLE IRA or Cash Balance Plan,… Read Now >>

Episode 29: Who’s Got Your Financial Back?

June 28, 2019

Who’s got your back? That is one of the most important questions you must answer when it comes to navigating the terrain of personal finance. “Fiduciary” is a word getting a lot of play as of late in the financial… Read Now >>

How You Can Raise Capital for Your Business Through Self-Directed IRA Investors

June 26, 2019

We’ve been talking about retirement plans for investors all month long on the Illumination Wealth Blog. We’ve looked at SIMPLE IRAs and Cash Balance Plans as alternatives to traditional 401(k) plans. In this article, we’d like to talk more about… Read Now >>

Episode 28: The KPIs of Wealth Management

June 21, 2019

Unless you own a business you’ve probably never heard of the acronym “KPI”. You may even think we are talking baseball. KPI stands for Key Performance Indicator. KPIs are the critical (key) indicators of progress toward an intended result. No… Read Now >>

The Cash Balance Plan – A Major Retirement Plan for Professionals

June 19, 2019

We’re all familiar with 401(k) and Simplified Employee Pension (SEP) plans as the most common retirement plan options, then there others like SIMPLE IRAs that are popular for certain business owners. However, there is another retirement savings solution that certain… Read Now >>

Episode 27: Is Your Financial Vision Blurry?

June 14, 2019

There’s a huge difference between having an opinion on the markets and having a crystal clear game plan on how to manage your wealth. If you want to create enduring wealth, your financial vision cannot be blurry. We have seen… Read Now >>

Episode 26: A New, Powerful Movie on Financial Independence

June 7, 2019

On this episode, our host Matt shares his experience playing a behind the scenes role in powerful new movie called Playing with Fire. The movie premiered to a sold out theater in San Diego this past weekend. Playing with Fire… Read Now >>

Episode 25: 5 Lessons From A Mentor on Financial Independence

May 31, 2019

“If you are not financially independent by the time you are forty or fifty, it doesn’t mean that you are living in the wrong country or at the wrong time. It simply means that you have the wrong plan.” –… Read Now >>