Conceptual hub with 7 different exit options

Featured post:

7 Main Types of Business Exit Options, Part 2: External Exits

Last week, we talked about the first four most common types of business exit options. We featured the “internal exits.” This week, we will focus on the “external exits” that business owners can consider when it is time to sell… Read Now >>

Investing in Racial Justice with Kathleen Boyd, Owners’ Equity Episode 11

September 10, 2020

Our very own Kathleen Boyd joins Matt Rinkey to discuss the serious topic of Investing in Racial Justice and the role the Financial Services Industry in this episode of Owners’ Equity.   Here’s where you can find more of Illumination… Read Now >>


How Will the 2020 Election Affect the Stock Market?

September 9, 2020
Picture of the White House

2020 has been an turbulent year, to say the least, and it’s about to get a whole lot more dramatic with the presidential election less than a couple months away. Even with debates and campaign rallies being limited by COVID-19… Read Now >>


What is an Accredited Investor and What Are the Benefits of Becoming One?

September 3, 2020
Confident businesswoman and accredited investor

An accredited investor is an individual or a business entity who is allowed to invest in ventures that are not registered with the U.S. Securities and Exchange Commission. In a nutshell, an accredited investor is proven to have the means… Read Now >>


Taxes Going Up?

September 2, 2020

  Taxes: The writing is on the wall for income and estate taxes to rise significantly — as soon as 2021. There is a 4 month window of opportunity to strategically plan to reduce and eliminate the wealth destroying burden… Read Now >>


Tactics to Utilize Suspended Passive Losses

August 26, 2020

Last week, we talked about passive losses and some of the basic things that real estate and business investors need to understand about them from a tax deduction perspective. In this article, we are going to focus on some wise… Read Now >>


What Are Passive Losses and What Can You Do About Them?

August 19, 2020
Calculator and ledger for real estate investor

When you invest in rental properties or businesses where you aren’t actively involved, you have to understand the intricacies of passive losses. This is where the the tax laws can benefit you or hurt you, depending on how you handle… Read Now >>


A Closer Look at the Senate’s Proposed HEALS Act

August 7, 2020

The Senate Republicans recently released its proposed HEALS Act as its potential follow-up stimulus package to help businesses and individuals as coronavirus continues to wreak havoc nationwide. It’s hard to say for sure if it will pass, or how it… Read Now >>


Refinance Now? You Must Consider These Factors

July 30, 2020

Refinance opportunities remain with today’s low rates but it’s not one size fits all. You have to understand numerous factors to determine your true after-tax cost savings. Find out what’s going on in the mortgage market and what you need… Read Now >>


Mortgage Question: Is it Better to Have a Bigger or Smaller Down Payment?

July 29, 2020

Mortgage loans have been a hot topic in the financial world lately, which is why our last few articles on the Illumination Wealth Blog have been focused on this timely subject. In this particular article, we will actually be talking… Read Now >>


Owners’ Equity Episode 10: A Conversation with Reb Risty, Founder of REBL Marketing

July 24, 2020

On this episode of Owners’ Equity, our conversation dives into brand messaging and deepening customer relationships through video marketing with Reb Risty, Founder of REBL Marketing. In this episode you will learn: – How to improve your brand message in… Read Now >>