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How to Utilize Overfunded Section 529 Plans
You can accumulate federal income-tax-free earnings with a Section 529 college savings plan account. Then, you can take federal-income-tax-free withdrawals to cover qualified education expenses—usually for college. Setting up a Section 529 savings account is a great idea for putting… Read Now >>
Is a health savings account an IRA in disguise?
September 3, 2014Is a health savings account (HSA) an IRA in disguise? Bankrate.com reporter Sheyna Steiner called to ask if an HSA can be used to supplement retirement savings and if there is anything unique that savers need to know about HSAs before using them. There… Read Now >>
Illumination Wealth September 2014: Do You Have The Right Financial Prescription?
September 3, 2014Hey, I hope you are feeling well and enjoyed the long holiday weekend. It’s back to school time but this month we are bringing you in to financial med. school in an effort to get you on the right financial… Read Now >>
Matt’s Appearance on Unlock Your Wealth Radio
August 29, 2014Here is the recording of Matt’s recent appearance on Unlock Your Wealth Radio. Matt’s segment begins at 25:45. In this interview you will learn why it’s important to learn your own financial strategies early on in life and how to… Read Now >>
Illumination Wealth Internship Opportunity
August 13, 2014Illumination Wealth Management is a growing independent wealth management and planning firm in San Diego is looking for an intern in order to advance the profession. Description: For qualified, motivated applicants, this position offers exposure to virtually all facets of… Read Now >>
Illumination Wealth August 2014: The Real Value of 5 Minutes
August 5, 2014How’s it going? Happy August! We hope you are making the most of your summer but recognize the precious value in each minute of it. In this edition, we have some very timely insights that you can intelligently apply in your… Read Now >>
The Real Value of 5 Minutes
August 2, 2014“A little time can help you to make a great impact, therefore you should never despise a few minutes.” – Israelmore Ayivor 5 Minutes. Three Hundred Seconds. One Twelfth of 1 hour. It doesn’t sound like much does it? We’ll… Read Now >>
6 Financially Intelligent Travel Tips
July 17, 2014Before you start with luxury traveling & travel hacking, it’s imperative that you already have a very good handle on your personal spending and overall goals. At the same time, if you have debt (credit cards, student loans) that isn’t paid… Read Now >>
Interview on Entreprenuership with Prince’s Daily Journal
July 15, 2014Here is a short interview I did with Prince for Prince’s Daily Journal. We talked about how Illumination got it’s start, the driving force behind Illumination and how freedom is all about designing your life and building your finances including your… Read Now >>
July 2014: An Answer to The Most Dreaded Financial Question
June 12, 2014How’s it going? We hope you are gearing up for an exciting 4th of July weekend. This month we have some very valuable insights and articles that will be useful in drafting your Declaration of Financial Independence. Here’s what’s lighting… Read Now >>
Illumination Wealth June 2014: If You Don’t Have It, You Need A Habit
June 2, 2014We hope you had a tremendous month of May. It was an eventful and somewhat frightening month for us here in San Diego as the county suffered from terrible wild fires. We had family, clients, friends and colleagues whom had… Read Now >>
