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 >>
3 Actions You Can Take to Improve Your Financial Life in 2017
January 11, 2017Are you wondering what you can be doing in January to set yourself up financially this year? We’ve come up with three things you should be doing now. Adjust the amount of taxes that are withheld from your paycheck. If… Read Now >>
The Best Acceptance Speech Ever!
January 9, 2017This past week the Golden Globes were on TV and a lot of attention in the media and across the Facebook community has been given to Meryl Streep for her acceptance speech denouncing the president elect. Unfortunately, most people have spent more… Read Now >>
The Key To Strategic Financial Life Planning
December 14, 20162017 brings a new start to the year. Your mission should be to find ways to integrate your personal life and professional life to ensure that you are living your best financial life. Instead of focusing on the tactical changes,… Read Now >>
Our Day at Feeding America
December 14, 2016On Saturday, November 12th, the Team at Illumination Wealth volunteered at Feeding America of San Diego. We helped package over 6,000 pounds of food and 100 backpacks for families who are food insufficient. It was a wonderful day of community… Read Now >>
Election Response
December 13, 2016“At its best, life is completely unpredictable.” – Christopher Walken Dear Clients & Friends, I know for many of you the unpredictability of this unusual election season may not feel like life at its best. To top it off, financial… Read Now >>
Five Star Award
December 6, 2016Illumination Wealth Management is proud to announce Matt Rinkey received the 2016 Five Star Wealth Managers Award. Five Star Professional, the largest and most widely published financial services award program in North America, awards this honor. Five Star Professional evaluates… Read Now >>
Client Service Associate
October 5, 2016
Now Hiring: Client Service Associate We are seeking a Client Service Associate to join our growing team. We realize that the title “Client Service Associate” (or “CSA” as we call it internally) is pretty vague. The CSA works with… Read Now >>
Volunteering for Feeding America
October 2, 2016The team at Illumination Wealth is volunteering their time on November 12th to support Feeding America San Diego whose mission is to end hunger through healthy food, education and advocacy. If you are in the San Diego area, we would… Read Now >>
Financial Planning in Late 2016 and Early 2017
September 9, 2016The world is entering a new era of financial planning and wealth management. Funds are beginning to change hands from the Baby Boomers to the younger generations. In the midst of this transitional time, the financial industry is also feeling… Read Now >>
Why Teamwork Makes Financial Dreams Come True
August 31, 2016The U.S. Olympic team is ahead in the medal standings at the Rio Olympics with the most medals in every category. Go Team USA! Many of these medals have been won in team competition. The U.S. men’s swimming team won… Read Now >>
