Featured post:
IRS Audits: What You Need to Know
The tax deadline is now behind us. Yet, some individuals and business owners are always worried about if they did everything correctly to avoid getting audited by the IRS. Filing taxes can be complex and some tax codes can be… Read Now >>
How Money Can Buy You Time…And Happiness
September 5, 2017“Time is more valuable than money. You can get more money, but you cannot get more time.” – Jim Rohn Have you ever considered hiring a personal chef, a nanny, maybe even a housekeeper or even someone to run errands… Read Now >>
The Alchemy of Alignment Business Training Event
August 30, 2017REGISTRATION FORM BELOW THE ALCHEMY OF ALIGNMENT We are hosting a very powerful interactive learning event on “Business Mindset & Performance” in association with Larry Kesslin of 5-dots. We are limiting this event to a small group of growth-focused business owners… Read Now >>
The Reason Why Being an Intelligent Investor is Hard… but Rewarding
August 28, 2017It’s vitally important that you understand market history, both the good and the bad, in order to turn your investment portfolio into a long-term wealth building machine. No one said that investing is easy, especially when it involves the emotionally… Read Now >>
How to take an Emotionally Intelligent Vacation
August 7, 2017Are you getting ready to pack your bags for your end of summer vacation? If so, this is a perfect opportunity to revamp your mind, body & soul. When on vacation, you can always make some “free” time to work… Read Now >>
What Your Investment Portfolio Shouldn’t Look Like
August 2, 2017Have you ever looked at your investment account statement and said “What?” Matt had the honor of reviewing his good friends account statement as he was concerned as to what was going on within it only to find a dirty… Read Now >>
What’s The Real Value of Your 401(k)?
June 26, 2017We interact with a lot of smart business owners and professionals but we find that most people still don’t know the real value of using a 401(k) can mean for their net worth. There are two major tax benefits to… Read Now >>
Is Your Home A True Investment?
June 26, 2017
Do you view your home as an investment? We don’t, at least not the way most people think of it. Good investments don’t require you to put money into them each and every month. Good investments have the ability to… Read Now >>
Getting to Know Our Team: Anakaren Godinez
June 26, 2017We are excited to announce that we have a new member to the Illumination Wealth team. Anakaren Godinez is a recent graduate from San Diego State University’s Financial Planning Program and has now joined our team as an Associate Financial… Read Now >>
Western Pension and Benefits Conference
April 28, 2017
On April 18th, Matt was invited as a guest speaker for the Western Pension and Benefits Conference. His audience consisted of business professionals such as CPAs, ERISA attorneys, and plan vendors. Matt explained the importance of due diligence when plan… Read Now >>
Sushi and Taxes
April 10, 2017As tax season winds down, the astute taxpayer is already planning for next year’s tax season. The amount you owe or get refunded with your tax return doesn’t need to be a surprise. With the proper planning, you can minimize… Read Now >>
