Featured post:
The Regular Backdoor Roth: A Smart Move for High-Income Earners
Last week, we highlighted the mega backdoor Roth strategy for solo business owners. For high-income earners, a regular backdoor Roth strategy can pay significant retirement saving advantages. The Roth IRA has always been an appealing option with ax-free withdrawals in… Read Now >>
Breaking the Limits of Your 401(k) Plan
October 5, 2015As we discussed in a previous post, your savings rate has a large impact on how soon you reach financial independence. If you’re looking to reach financial independence within 30 years, you need to save about 20% of your income.… Read Now >>
The App I Use Most to Streamline My Finances
September 23, 2015If you are like me, you probably have a lot going on in your financial life. I’m very intentional with my time and money and am constantly looking for ways to improve my life. With all that is going on, I wanted… 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 >>
