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How to Use a Qualified Charitable Distribution (QCD) to Save on Taxes
If you have a traditional IRA and are age 73 or older, you’re likely familiar with required minimum distributions (RMDs). These are the annual IRA withdrawals the IRS mandates once you reach a certain age. These withdrawals are based on… Read Now >>
September 2015: The Most Important “Rate” of Your Financial Life
September 1, 2015Hello All, I hope you have been enjoying the summer and are ready for fall! Labor Day is around the corner, and the kids are going back to school. The stock market has been fluctuating more than usual lately, but… Read Now >>
The Most Important “Rate” of Your Financial Life
September 1, 2015What’s the first thing comes to mind when you think of word “rates” as it relates to your personal finances? Mortgage rates, interest rates, tax rates or rate of return? Those are the top four “rates” when we ask the… Read Now >>
Keep Your Cool As An Investor
August 25, 2015By now you probably know that the stock market has had a rough couple of weeks. I know I have spoken to many of you recently about the current state of the financial markets but I think it is an… Read Now >>
5 Ways To Save More Without Cutting Back
August 18, 2015Save more…that’s a pretty common theme when it comes to your financial future. Unfortunately, it’s true. Most Americans are simply not doing enough of it when it comes to their own financial independence and retirement savings. According to retirement statistics from the… Read Now >>
4 Ways to Save Money On Your Personal Insurance
August 1, 2015There is something that we have to get off our chest. Over the past month we have reviewed three different clients home & auto insurance plans and to say our clients were not getting treated like they deserved was an… 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 >>
