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How to Reduce Estate Taxes and Preserve Wealth for Future Generations
Looking to reduce estate taxes and improve your estate planning strategies for your family and business? Here are some tips.
Understanding Market History
October 14, 2014With all that’s going on in the world, I know some people are feeling skittish about the stock market. But let’s not lose perspective or abandon your long-term investment plan because of that. Check out the short video and the linked PDF… Read Now >>
What Financial Direction Does Your Car Drive?
October 12, 2014October is one of the best times of year to buy a new car according to the great website Lifehacker. Why? Because new models were released in the summer. This means that the end of the year can be a… Read Now >>
Illumination Wealth October 2014: The 8 Vital Components Of Your Asset Allocation
October 3, 2014Happy October! We are three fourths of the way through 2014 and my wife is three weeks away from delivering baby number two. This child will create a perfectly balanced family portfolio for us – one boy and one girl.… Read Now >>
Important Reminders about Refinancing
September 9, 2014I read an interesting article over the past weekend on Bloomberg about “How to Procrastinate Better”. The opening salvo discussed how a significant number of people eligible to refinance their mortgage missed out on a major refinancing opportunity during the… 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 >>
