College graduation cap and diploma, representing Section 529 savings plan.

Featured post:

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 >>

San Diego Humane Society Walk For Animals – May 2014

May 22, 2014

The team at Illumination Wealth along with some 5,000 friends and our dogs took part in the San Diego Humane Society’s Walk for Animals which helped raise over $400,000 for the local Humane Society and SPCA. Here’s a view from… Read Now >>


Illumination Wealth May 2014: Never Ask Your Barber If You Need A Haircut

May 5, 2014

This past weekend, the Kentucky Derby ran for it’s 139th consecutive time since 1875. It’s a race for three year old horses and lasts about two minutes. It’s the first leg of the crowing achievement in horse racing. The window… Read Now >>


Walk For Animals – May 10th, 2014

April 30, 2014

We’re taking it to the streets and want you to join us for the: San Diego Human Society and SPCA 20th Annual Walk for Animals. Saturday, May 10th 2014 from 9:00am – 12:00pm NTC Park at Liberty Station 2455 Cushing Road… Read Now >>


Shaq on The Importance of Financial Education

April 30, 2014

He’s not just a king on the court, but in the classroom and creating capital as well. When Shaquille O’neal was drafted into the NBA, he spent the first million that he earned within 30 minutes. O’neal then received a… Read Now >>


Illumination Wealth April 2014: What Does Weight Loss Have to Do With Building Wealth?

April 1, 2014

We hope everyone has enjoyed March Madness so far (I have as my Wisconsin Badgers have made the Final Four) and the first few weeks of Spring.  Over the last few weeks we have picked up on a lot of going’s on… Read Now >>


Illumination Wealth March 2014: Financial Lessons From the California Drought

March 3, 2014

Hey, Yes, the weather is still a hot topic of conversation across the country. California (my current home) is finally getting some much needed rainfall after a severe winter drought…Minnesota (my birthplace) is still experiencing below zero temperatures in March… Read Now >>


Matt’s Appearance on Love Real Estate Radio – Feb 22, 2014

February 27, 2014

Here is a link to our Love Real Estate radio show appearance on February 22, 2014. My segment starts at minute 42:00. Check it out. In it we discussed some big picture ideas for managing your finances like a business.… Read Now >>


Personal Tax Organization Checklist

February 10, 2014

Never has the IRS spent more money on their enforcement budget than they are in 2014. This means more scrutiny and double-checking of tax returns. If you are committed to building wealth then you must be running your money like… Read Now >>


Habits of the World’s Wealthiest People

February 6, 2014

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Illumination Wealth February 2014: The Biggest Expense Standing In Your Way To Wealth…

February 3, 2014

Welcome to February! As of January 31st, the IRS is now accepting tax returns. Aren’t you excited? One of my “mentors” Jim Rohn tells the story of The Goose That Lays the Golden Eggs. His story starts off by saying “taxation may… Read Now >>