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How to Use a Qualified Charitable Distribution (QCD) to Save on Taxes
If you have a traditional IRA and are age 73 or older, you’re likely familiar with required minimum distributions (RMDs). These are the annual IRA withdrawals the IRS mandates once you reach a certain age. These withdrawals are based on… Read Now >>
5 Common (and Costly) Mistakes Do-It-Yourself Real Estate Investors Make
November 1, 2017This video addresses 5 Common (and Costly) Mistakes Do-It-Yourself Real Estate Investors Make. We have seen what works and what hasn’t…both from our own experiences as well as the experience of many clients that have gone down the real estate… Read Now >>
Feeding America on November 11, 2017
October 5, 2017Registration Form Below In times of need, we must do more than giving our thoughts & prayers — we need action. Illumination Wealth (and hopefully with your support) will be volunteering at Feeding America in San Diego. Feeding America’s mission is… Read Now >>
Learning To Be Better Commune-icators
October 5, 2017We had a great turn out at our last event – The Alchemy of Alignment. We thank all of you who participated and hope you walked away with new tools to develop strong relationships that lead to improved business performance… Read Now >>
5 Simple Steps to Secure Your Financial Life
October 4, 2017The online world offers various tools to help us manage our day-to-day lives. We must take precautions for the new dangers that exist with these advancements. It is important for you to take responsibility in keeping your personal information safe.… Read Now >>
What Can Do About The Equifax Data Breach
September 12, 2017Over 143 million people had their sensitive personal information exposed in a data breach at Equifax, one of the nations largest credit reporting agencies. Social Security Numbers, birth dates, addresses and credit card numbers were some of the information accessed… Read Now >>
The Stock Market Game Has a Lasting Impact
September 7, 2017The Stock Market Game (SMG) has had a lasting impact on thousands of students. Many teachers tell BestPrep that SMG plants a seed in the mind of the students, and Matt Rinkey, past SMG participant and current Financial Life Planner,… Read Now >>
How Money Can Buy You Time…And Happiness
September 5, 2017“Time is more valuable than money. You can get more money, but you cannot get more time.” – Jim Rohn Have you ever considered hiring a personal chef, a nanny, maybe even a housekeeper or even someone to run errands… Read Now >>
The Alchemy of Alignment Business Training Event
August 30, 2017REGISTRATION FORM BELOW THE ALCHEMY OF ALIGNMENT We are hosting a very powerful interactive learning event on “Business Mindset & Performance” in association with Larry Kesslin of 5-dots. We are limiting this event to a small group of growth-focused business owners… 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 >>
