Cruise ship for travel to Mexico for business meeting

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A Tax-Deductible Cruise to Mexico for a Business Meeting?

If you are doing business in Mexico or planning a business meeting down there, one creative method of transportation is taking a cruise. It can be a fun and relaxing way to make your way down south while also offering… Read Now >>

Your Plain English Employee Benefits Guidebook

November 22, 2014

I was 22 when I got my first job on Wall Street. I left the throws of comfortability in Minnesota working with my father for a training program located in the heart of Wall Street – 14 Wall to be… Read Now >>

November 2014: Does Your Financial Advisor Wear A Mask?

November 3, 2014

We hope you had a Happy Halloween! This Halloween was an eye opening experience for me in many ways as both a financial life planner and father to a first-time trick-or-treater. It left me with some profound insight that will… Read Now >>

Matt’s Interview on Out and About Communications

October 14, 2014

Matt Rinkey was a showcased on an article on Out and About Communications, where he talked about: 1. How entrepreneurs can make work optional. 2. Great book recommendations for the entrepreneur. 3. Top mistakes made by entrepreneurs. Click here to… Read Now >>

Understanding Market History

October 14, 2014

With all that’s going on in the world, I know some people are feeling skittish about the stock market. But let’s not lose perspective or abandon your long-term investment plan because of that. Check out the short video and the linked PDF… Read Now >>

What Financial Direction Does Your Car Drive?

October 12, 2014

October is one of the best times of year to buy a new car according to the great website Lifehacker. Why? Because new models were released in the summer. This means that the end of the year can be a… Read Now >>

Illumination Wealth October 2014: The 8 Vital Components Of Your Asset Allocation

October 3, 2014

Happy October! We are three fourths of the way through 2014 and my wife is three weeks away from delivering baby number two. This child will create a perfectly balanced family portfolio for us – one boy and one girl.… Read Now >>

Important Reminders about Refinancing

September 9, 2014

I read an interesting article over the past weekend on Bloomberg about “How to Procrastinate Better”. The opening salvo discussed how a significant number of people eligible to refinance their mortgage missed out on a major refinancing opportunity during the… Read Now >>

Is a health savings account an IRA in disguise?

September 3, 2014

Is a health savings account (HSA) an IRA in disguise? reporter Sheyna Steiner called to ask if an HSA can be used to supplement retirement savings and if there is anything unique that savers need to know about HSAs before using them. There… Read Now >>

Illumination Wealth September 2014: Do You Have The Right Financial Prescription?

September 3, 2014

Hey, I hope you are feeling well and enjoyed the long holiday weekend. It’s back to school time but this month we are bringing you in to financial med. school in an effort to get you on the right financial… Read Now >>

Matt’s Appearance on Unlock Your Wealth Radio

August 29, 2014

Here is the recording of Matt’s recent appearance on Unlock Your Wealth Radio. Matt’s segment begins at 25:45. In this interview you will learn why it’s important to learn your own financial strategies early on in life and how to… Read Now >>