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 >>
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 >>
Better Safe Than Sorry
April 10, 2017
Have you ever had anything of value taken from you? Well, some of our clients have. From packages to important letters, if you are expecting something important by any delivery means, whether it be Fedex, UPS etc., there are some… Read Now >>
Illumination Wealth’s Sushi Making Night
March 28, 2017
We can check off “learn how to make sushi” on our lists! We did get a little messy but it was definitely worth it. Even though some of our sushi ended up not looking like sushi, it was still a… Read Now >>
