Featured post:
IRS Audits: What You Need to Know
The tax deadline is now behind us. Yet, some individuals and business owners are always worried about if they did everything correctly to avoid getting audited by the IRS. Filing taxes can be complex and some tax codes can be… Read Now >>
August 2015: 4 Ways to Save Money While Improving Financial Security
August 1, 2015Hello All, I hope you are enjoying the summer! We have been and have certainly enjoyed hearing about all of the vacations, summer camps and conferences that have filled up your summer months. This past week we welcomed Norman Mangina… Read Now >>
Introducing the Newest Member of The Illumination Wealth Team: Norman Mangina
July 31, 2015We are very excited to announce the newest member of The Illumination Wealth Team! Norman Mangina has joined us as an Associate Financial Planner. A little about Norman…not only is he great with numbers, but he is also a really… Read Now >>
July 2015: How to Achieve a Tax-Free Second Half of 2015
July 2, 2015We hope the first half of 2015 has been more empowering than it was taxing as it relates to your financial life. It’s been a year full of significant milestones across the country and within the Illumination community. We have… Read Now >>
7 Different Ways to Get Your Money into a Roth Account
June 28, 2015We meet with our clients regularly to discuss the issues that impact their financial life and invariably the Roth IRA is one of those topics that always comes up. For those of your that don’t know the basics of the… Read Now >>
June 2015: What the Farmer’s Market Can Teach You About Investing
June 1, 2015I hope this finds you doing very well at the beginning of another purposeful month. May was action packed – full of meaningful holidays and new experiences. Each month our intention is to bring you relevant, realistic and valuable information that you can use… Read Now >>
May 2015: Three Ways to Save This Spring
May 11, 2015Can you believe we are 1/3 of the way through 2015 already? May isn’t just about the weather and money. Are you where you should be in pursuit of your life goals? Whether you are or not, in this month’s newsletter… Read Now >>
Job Description: Associate Financial Planner
April 28, 2015Summary Description / Primary Role We are seeking an Associate Financial Planner to join our growing team. If you are a CFP® certificant, or would like to become one, this might be a good fit for you. This role will… Read Now >>
How to turn your health into real wealth…
April 23, 2015With the weather warming up across the country many articles have surfaced on ways to boost your health & fitness to get you into shape for the summer. It’s been said that “health is wealth”. Well, I want you to be… Read Now >>
April 2015: March Momentum and April Rules
April 1, 2015People like to call this time of year either March Madness or April Fools. From our experience, it’s more fitting to call it March Momentum and April Rules. With college basketball in a frenzy and a Shark Tank far from… Read Now >>
10 Success Principles from Mark Cuban & Bo Ryan
March 29, 2015This past week I had the privilege of seeing Mark Cuban (think Shark Tank and Billionaire owner of the Dallas Mavericks) and Mark Burnett (Producer to 11 Television Shows including Survivor, Shark Tank and The Voice) at the USC Marshall School… Read Now >>
