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Creating a Lasting Legacy Through Thoughtful Planning
True wealth isn’t just about financial success—it’s about the impact you leave behind. As a high-net-worth entrepreneur, you have the unique opportunity to shape your legacy through philanthropy, family governance and impact investing. These strategic approaches ensure that your wealth… Read Now >>
Personal Tax Organization Checklist
February 10, 2014Never 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 >>
Illumination Wealth February 2014: The Biggest Expense Standing In Your Way To Wealth…
February 3, 2014Welcome 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 >>
Matt’s Appearance on Love Real Estate Radio
January 9, 2014Here is a link to our Love Real Estate radio show appearance on December 21, 2013. My segment starts at minute 36:20. Check it out. In it we discussed some very important topics for future home-buyers and wealth builders including:… Read Now >>
Illumination Wealth January 2014: Is It Possible to Predict the Future?
January 2, 2014Happy 2014! We hope you had an excellent holiday season and that it carries over into an even better 2014. As they say, today is your first (or second) blank page of a 365 page book. Make sure your write… Read Now >>
A ‘Real’ San Diego Real Estate Market Update
December 13, 2013My friend, Jeff Grant of Sand & Sea Investments (a Full Service Real Estate Brokerage Firm in San Diego) provided me with some great information regarding the San Diego housing market. Recently, he sat down with key economists, speculators, and statisticians… Read Now >>
Think & Grow Rich
December 9, 2013Think & Grow Rich by Napoleon Hill is one of the best business and personal development books ever written. It has influenced more high-achieving wealth builders (not just financially) than any other book out there. Here is a link to… Read Now >>
Illumination Wealth December 2013: Do you have WINter vACaTION Plans?
December 2, 2013We hope you had a wonderful Thanksgiving weekend with your family. Over the weekend a friend shared with me something about being grateful that I would like to share with you: “ Gratitude is simply a choice to become aware… Read Now >>
National Day of Service: Feeding America November 16th, 2013
December 2, 2013Tax-Code Wealth Building Ideas & Retirement Plan Contributions Amounts
November 8, 2013On the tables below you will find all of the 2013 Retirement Plan maximum contribution amounts in detail. Please be aware that all standard 401(k) or 403(b) contributions must be made by December 31st. Traditional, Roth, & SIMPLE IRA contributions… Read Now >>
