Featured post:
Why Entrepreneurs Should Have a Defined Benefit Plan
If you’re a high-income solo business owner, there’s a lesser-known retirement strategy that can dramatically boost your savings while reducing your tax bill: the defined benefit plan. While often linked to large corporations or public sector jobs, defined benefit plans… 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 >>
Key Tax Deductions for Business Owners
February 16, 2017
Tax season is here. And by now you should have most of the documents you need to start preparing your 2016 tax returns. Business owners and individuals can yield significant tax savings with the proper planning. Invest 3 minutes and… Read Now >>
Tax Changes for 2017
February 3, 2017Retirement Contribution Limits Every year the IRS makes adjustments to retirement contribution limitations for inflation. For 2017, most savings contribution limits remained the same with the exception of the SEP/401(k) and individual HSA limits. The maximum SEP / 401(k) contributions… Read Now >>
Trump & Your Financial Concerns
January 30, 2017We’ve heard from many friends and colleagues since Trump took over the presidential office express concerns about his impact on their investments and financial life. In this video Matt discuss a mindset shift that is critical for building wealth during… Read Now >>
How to Live 2017 by Design Rather Than by Default
January 11, 2017Happy New Year to all of our clients and readers! Many of us begin a new year thinking about resolutions. New Year’s resolutions are about taking action. They’re about moving you closer to your goal. They’re about being a better… Read Now >>
Don’t Default On Your Financial Decisions
January 11, 2017When it comes to selecting an option, a default option that is already selected for you can make your life a little easier. The default is what you get if you do nothing, if you don’t make a decision to… Read Now >>
