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The Mega Backdoor Roth: A Powerful Strategy for Solo Business Owners
If you’re self-employed or a business owner with no full-time employees—and you’re drawn to the long-term advantages of Roth-style retirement savings—the mega backdoor Roth strategy may be one of the most valuable financial tools at your disposal. What is the… Read Now >>
6 Questions Every Smart Investor Should Be Asking
September 18, 2019
No matter how long you’ve been investing, there are certain questions you need to ask yourself. This is a great exercise for investors to define their overall investment strategy, refine their investment plan and improve their long-term outlook. Illumination Wealth… Read Now >>
Matt Rinkey Amongst Most Influential Business Leaders in San Diego – The Daily Transcript
September 16, 2019Illumination Wealth is proud to announce that our Founder, Matt Rinkey, was selected by The Daily Transcript as one of San Diego’s Most Influential Leaders for his significant contributions to the financial planning community, the San Diego community and the Illumination Wealth… Read Now >>
Investing 101: The Importance of Diversification
September 11, 2019
Though we have experienced some market volatility in recent weeks and months, it’s not all that unusual or surprising. Investing is sometimes like riding a roller coaster that you don’t have total control of. There will be ups, downs, twists… Read Now >>
Get to Know: Kathleen Boyd, CFP® – Associate Financial Planner
September 4, 2019The reason I got into this profession: In college, I had no intentions on becoming a financial advisor – my perceptions of the industry were very pejorative until I took a financial planning course for fun and met a professor who… Read Now >>
The Upsides of a Down Market
September 4, 2019
We’ve seen some market volatility lately with the China trade war, Fed rate drops and other key economic factors. How you deal with certain negative market activity will say a lot about you as an investor. Of course, investing will… Read Now >>
How to Remain Calm During Market Volatility
August 28, 2019
In every action movie, there is a climactic scene where the hero is faced with seemingly unsurmountable odds. He or she must face the ultimate test. They must remain, calm, cool and collected while the world around them crumbles. Reacting… Read Now >>
How Much Should Business Owners Pay Themselves ?
August 21, 2019
In recent weeks on the Illumination Wealth Blog, we’ve been talking about how business owners need to approach both their personal and business finances with the same attention to detail. Last week, we talked about how much money to keep… Read Now >>
How Much Cash Should I Keep in My Personal & Business Bank Accounts?
August 14, 2019
Last week, we talked about the importance of managing both your personal and business cash flow. We think it’s a concept worth discussing more because it’s important to have the right strategies in place. When you own a business, you… Read Now >>
The Importance of Personal Cash Flow for a Business Owner
August 7, 2019
We’ve talked a lot about personal cash flow and finding balance in recent Illumination Wealth Blog posts, but what about personal cash flow for business owners? How important is it? How should you manage it? Business vs. Personal Cash Flow… Read Now >>
Case Study: Changing Spending Habits to Eliminate Consumer Debt
July 23, 2019
Millions of Americans are dealing with consumer debt. Of course, some debts such as mortgages are healthy because real estate is typically a very strong long-term investment with great tax benefits. Then you have student loans and car loans, which… Read Now >>
