Featured post:
Understanding Gift Tax Rules for Smart Wealth Transfers
What are the most important gift tax rules to understand and how can you minimize tax liabilities for yourself and your recipients?
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 >>
How to Make Your Next Vacation Free
August 10, 2016Do you own a home? Would you like to take an all-expenses-paid vacation? Matt Rinkey, Financial Advisor and President of Illumination Wealth, explains how on The American Dream show with Craig Sewing.
If Disaster Strikes, Are You Prepared?
July 21, 2016Matt talks with Craig Sewing on The American Dream Show about the importance of understanding your investment risk profile when it comes to protecting your investments. Alexis Ranglas, Insurance Advisor at Arthur J. Gallagher & Co., joins them to explain… Read Now >>
Real Life Results, No Doping Necessary
July 21, 2016Can you believe we are in the 2nd half of 2016? I can already imagine the headlines we will have in store for the next six months…from the Olympics to the U.S. Presidential Race. Our mission at Illumination Wealth is… Read Now >>
Brexit Planning
July 18, 2016By now you have likely heard the Brexit news – Britain is leaving the European Union (EU). You may be wondering, what is the big fuss about? We will get into that shortly. There is though, a reason why you… Read Now >>
