Featured post:
Tax-Efficient Liquidity Events: Pre-Sale Planning 12-24 Months Ahead
A business sale or major liquidity event can be life-changing. However, it can also create an unnecessary tax burden without the right preparation. The most powerful tax strategies aren’t executed at the negotiating table. They’re put in place 12–24 months… 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 >>
6 Financially Intelligent Travel Tips
July 17, 2014Before you start with luxury traveling & travel hacking, it’s imperative that you already have a very good handle on your personal spending and overall goals. At the same time, if you have debt (credit cards, student loans) that isn’t paid… Read Now >>
Interview on Entreprenuership with Prince’s Daily Journal
July 15, 2014Here is a short interview I did with Prince for Prince’s Daily Journal. We talked about how Illumination got it’s start, the driving force behind Illumination and how freedom is all about designing your life and building your finances including your… Read Now >>
July 2014: An Answer to The Most Dreaded Financial Question
June 12, 2014How’s it going? We hope you are gearing up for an exciting 4th of July weekend. This month we have some very valuable insights and articles that will be useful in drafting your Declaration of Financial Independence. Here’s what’s lighting… Read Now >>
Illumination Wealth June 2014: If You Don’t Have It, You Need A Habit
June 2, 2014We hope you had a tremendous month of May. It was an eventful and somewhat frightening month for us here in San Diego as the county suffered from terrible wild fires. We had family, clients, friends and colleagues whom had… Read Now >>
San Diego Humane Society Walk For Animals – May 2014
May 22, 2014The 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, 2014This 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, 2014We’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 >>
