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Financial Headlines vs. Reality: What the News Gets Wrong About Taxes and Markets
Financial news and social media have made markets and tax strategies feel more accessible than ever. Headlines promise simple answers, bold predictions and “hidden” opportunities. Viral posts claim easy tax savings, market timing advantages or investment shortcuts. But real-world financial… Read Now >>
October 2015: Breaking the Limits
October 5, 2015Hello All, We hope you’re enjoying the Fall weather that has finally reached many parts of the country. We sure are as California has been breaking the limits of record high temperatures. Other limits are being broken as well. Matt… 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 >>
