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Big Beautiful Breakdown: Benefits of Section 529 Plans for Continuing Education
Section 529 plans—often called qualified tuition plans—have long been one of the most effective ways to save for education expenses. These tax-advantaged accounts allow parents, grandparents and even individuals to invest for future learning while minimizing taxes along the way.… 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 >>
Get to Know the Team: Anakaren Godinez
October 15, 2018Anakaren has been with Illumination Wealth for a little more than a year now. She is one of our financial life guides who expertly manages our clients’ financial Dashboards and builds out our newsletters like this one. Get to know… Read Now >>
Findings From The UBS Global Family Office Report 2018
October 1, 2018The UBS Global Family Office Report 2018 looks at where 311 family offices invest their money. The Top Takeaways: These families are super wealthy: The average family net worth is $1.1 billion, while the average amount of assets managed by each family office is… Read Now >>
Get to Know the Team: Tracey Magnuson
September 10, 2018If you ever called our office here at Illumination Wealth, you would surely receive a warm and friendly greeting from Tracey Magnuson. She is our Client Service Concierge. Tracey not only makes sure every client contact is a wonderful experience,… Read Now >>
