Featured post:
How to Utilize Overfunded Section 529 Plans
You can accumulate federal income-tax-free earnings with a Section 529 college savings plan account. Then, you can take federal-income-tax-free withdrawals to cover qualified education expenses—usually for college. Setting up a Section 529 savings account is a great idea for putting… Read Now >>
Episode 6: Do You Want to Save On Taxes? Hire Your Kids!
February 6, 2019On this episode, we discuss a tactical tax strategy for entrepreneurs and business owners with kids (or even parents). You will learn about the tax advantages of putting your kids on your company’s payroll, how this money can be used… Read Now >>
Announcing a New Podcast for Wealth Builders
February 6, 2019What is the Sharing The Illumination Wealth Podcast? It’s a weekly show that is designed to help you achieve the greatest return on your entire financial life by addressing wealth building from the inside – out. This is the convergence… Read Now >>
February is FIRE Month!
February 6, 2019
Are You Ready to Get Started on the Road to Financial Independence and Retire Early? The FIRE movement is very important to us at Illumination Wealth. It stands for “Financial Independence, Retire Early” and financial freedom is a goal that… Read Now >>
Episode 5: The Stoic Mindset For Better Investment Results
January 13, 2019On this episode, we discuss how adopting a Stoic Philosophy can improve your investment results, especially during difficult market environments. We identify the core Stoic Disciplines and Mindset Shifts that some of the greatest investors have adopted as part of… Read Now >>
Episode 4: The Magic of Thinking Long-Term
January 13, 2019On this episode, we discuss a powerful way of thinking that has the ability to bring clarity and guidance to every choice and decision you make in the present. With New Year’s upon and the plethora of resolutions, it’s critical… Read Now >>
Episode 3: The 10 Highest Return On Investments You Can Make
January 13, 2019This episode was inspired by some of the most “wealthy” people we know. Their real “wealth” was cultivated by making these investments early on and throughout their life. Find out what these 10 high return on investments are and how… Read Now >>
Episode 2: Financial Health Amidst A “Sick” Stock Market?
January 13, 2019There’s a virus going around and it’s not just impacting people but the financial markets are feeling sick as well. No one likes to see their portfolios decline but it’s actually a healthy sign of a functioning market. Find out… Read Now >>
Episode 1: Three Steps to Prepare Yourself for the Next Recession
January 13, 2019If you have watched or read any of the financial news over the past few weeks, there is no doubt you have heard predictions about an upcoming recession. In this concise inaugural episode of our Sharing the Illumination Wealth podcast,… Read Now >>
The Mindset of a Successful Investor in a Difficult Environment
January 10, 2019By: Andrew Costello, CFP® Nobody invests money in the stock market to lose money— they invest to get paid for taking a risk with that money. Unfortunately, most individuals who invest in the stock market typically end up with a… Read Now >>
Illumination Wealth 2018 Year In Review – By the Numbers
January 7, 2019Despite the volatility in the financial markets and most asset classes failing to post positive returns in 2018, that did not stop our clients from getting the best returns out of their entire financial life. Here’s some of the most important… Read Now >>
