Featured post:
Maximize Your Retirement Savings: 5 Steps to Take Before 2024 Ends
Time flies, and your retirement is now one year closer. As the December 31 deadline approaches, there’s still a window of opportunity to take steps that will help you strengthen your company’s retirement funding strategy before 2024 comes to an… Read Now >>
What Would Warren Do?
October 16, 2018Understanding Your Health Insurance Plan Options
October 15, 2018By Andrew Costello Did you know that the typical employed American family of four can expect to spend more than $28,000 on healthcare in 2018, according to the annual Milliman Medical Index report? Considering the financial significance of your health,… Read Now >>
Get to Know the Team: Anakaren Godinez
October 15, 2018Anakaren has been with Illumination Wealth for a little more than a year now. She is one of our financial life guides who expertly manages our clients’ financial Dashboards and builds out our newsletters like this one. Get to know… Read Now >>
Findings From The UBS Global Family Office Report 2018
October 1, 2018The UBS Global Family Office Report 2018 looks at where 311 family offices invest their money. The Top Takeaways: These families are super wealthy: The average family net worth is $1.1 billion, while the average amount of assets managed by each family office is… Read Now >>
Get to Know the Team: Tracey Magnuson
September 10, 2018If you ever called our office here at Illumination Wealth, you would surely receive a warm and friendly greeting from Tracey Magnuson. She is our Client Service Concierge. Tracey not only makes sure every client contact is a wonderful experience,… Read Now >>
How and Why You Should Protect Your Digital Assets
September 10, 2018By Andrew Costello Most of us have what seems like 100 online accounts that we use to manage our bill payments, our online shopping, or our social media status. Some of us even use a different password for each of… Read Now >>
What I Learned About Investing at 12 Years Old
August 8, 2018When I was 12 years old I participated in the first school-sponsored stock market game throughout the country. Our team was given a fictitious $100,000 and we had 10 weeks to invest the money. We competed against hundreds of other… Read Now >>
Get to Know the Team: Andrew Costello
August 7, 2018The Illumination Wealth Team is excited to introduce to you its newest member, Andrew Costello. Read below as he shares his future goals and what he is doing to advance his career. Also, learn a little more about his background… Read Now >>
Get to Know the Team: Norman Mangina, CFP®
July 17, 2018Illumination Wealth takes tremendous pride in the contributions made by each member of our team. Norman Mangina, CFP® joined the Illumination Wealth team in 2015 with a diverse financial background. He recently became a Certified Financial Planner™ professional after completing… Read Now >>
What My Son’s Kindergarten Teacher Taught Me About Financial Advice
June 12, 2018While dropping my son of at school for his last time in Kindergarten it dawned on me just how much he learned and grew over the past year. I realized that his teachers were incredible facilitators that brought out the… Read Now >>
