What is the Business Value Gap?

January 20, 2021
Outstretched hands as a metaphor for business value gap

Over the past two weeks, we’ve been talking about what the “wealth gap” is and how it affects business owners who may be looking to sell their business as part of a retirement plan. A big part of calculating the… Read Now >>

How to Calculate Your Wealth Gap

January 13, 2021

Last week, we talked about the wealth gap and how it affects business owners when the time comes to sell or leave their company. It should be a crucial component of your exit plan. However, it needs to be calculated… Read Now >>

Why Every Business Owner Needs to Know Their Wealth Gap

January 7, 2021
Compass in money to illustrate wealth gap and business planning concept

This month on the Illumination Wealth Blog, we want business owners and entrepreneurs to ensure their annual business planning— is aligned with their personal and financial goals. In today’s article, we want to focus on the wealth gap. What is… Read Now >>

The Importance of Tracking and Adjusting Your 2021 Financial Plan

December 22, 2020
Staying on track with a financial plan - conceptual

If you’ve been following the Illumination Wealth Blog this month, you will have seen a series of articles focused on annual financial goal setting and action planning to achieve those short-term (and long-term) goals. Here are the previous three articles… Read Now >>

10 Tips for Developing Your 2021 Financial Plan

December 16, 2020
Financial planning and strategy concept

This month, we’ve been talking about financial goal setting and building your financial plan for 2021. I encourage you to read the other two articles before this one: 7 Steps to Setting Better Financial Goals Building Habits to Achieve Financial… Read Now >>

Building Habits to Achieve Financial Goals

December 9, 2020
Saving coins to achieve financial goals.

Last week on the Illumination Wealth Blog, we shared “7 Steps to Setting Better Financial Goals.” However, this is just half of the story. It’s great to set your financial goals year after year and revisit your long-term financial plan,… Read Now >>

7 Steps to Setting Better Financial Goals

December 2, 2020
Change Ahead sign to signify financial goal setting for 2021

Goal setting is a vital part of building financial success. To truly create wealth and long-term financial independence, you must have goals. Setting goals allows you to develop a more effective financial plan to achieve those goals. They can also… Read Now >>

Thanksgiving Greetings from Our Senior Investment Strategist

November 29, 2020

Dear Illumination Wealthy Family, Clients & Friends: I am thankful for much, but mostly for the great relationships with you that I cherish. I wanted mostly to wish you a Healthy and Happy Thanksgiving. What a year it has been… Read Now >>

Why You Should Consider Gifting to a Charitable Lead Annuity Trust

November 27, 2020
Abacus representing distribution of wealth - CLAT concept

If you’ve been following the Illumination Wealth Blog lately, you will have seen some good year-end tax planning tips. If you are looking to lower your 2020 taxable income and do some good in the process, then you will want… Read Now >>

Year-End Charitable Giving Strategies With Matt Rinkey®, CEPA & Eric Niergarth, CFP®

November 23, 2020

  Matt Rinkey, CEPA® and Eric Niergarth, CFP® of Illumination Wealth discuss your options for Philanthropy and Charitable Giving as 2020 comes to a close. In this video you will learn: -What a donor advised fund is and it’s benefits.… Read Now >>