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Roth IRA Conversions: When It Makes Sense for High-Income Earners
Discover when a Roth IRA conversion makes sense for high-income earners. Learn strategies to lock in tax-free growth, reduce future taxes, and improve retirement flexibility.
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 >>
Market Recap
January 7, 2019By Ben Rinkey What a year 2018 was for the markets. After a great January, the markets sold off, but recovered to new highs in September, only to collapse in the fourth quarter led down by momentum stocks such as… Read Now >>
One Tax Planning Item With BIG Impact for Business Owners
December 6, 2018Wage Optimization Retirement Plans
Get to Know the Illumination Team: Ben Rinkey
November 13, 2018Ben joined Illumination in 2014 as our Senior Investment Strategist, bringing more than 40 years of investment experience with him. Prior to joining Illumination, he served as a Senior Fixed Income Portfolio Manager, advising on over $6 billion of fixed… Read Now >>
Mindset & Market Corrections
November 13, 2018By Matt Rinkey If you watch the financial news (which we don’t recommend) you will hear many reasons for why the market has declined approximately 10% from its peak in early October. Culprits have been assigned to rising interest rates,… 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 >>
