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 >>

The CARES Act and 2020 Charitable Giving Opportunities

November 18, 2020

As 2020 mercifully nears its end, now is the time to make key strategic financial moves before the calendar rolls over to 2021. Recently, we provided a series of tax planning tips for people who made more money this year,… Read Now >>

How Proposition 19 Affects California Legacy Property Owners

November 11, 2020
California house

Two Propositions were on the ballot in California this election that affected state property tax rules. Proposition 15 did not pass. It would have impacted commercial and industrial property owners. Proposition 19, on the other hand, did pass. It will… Read Now >>

Tips for Health Insurance and Enrollment Benefits That Improve Your Financial Health

November 11, 2020

With a new year around the corner, it is time to again select your Health Insurance Benefits for 2021. Matt Rinkey and Norman Mangina, CFP of Illumination Wealth share helpful tips when selecting your options. -The Most Important Factors When… Read Now >>

Annual Business Planning: How to Get the Most Out of Your Year-End Planning Workshops

November 5, 2020
Business planning meeting

As 2020 nears its end, it’s time to start looking ahead to 2021 and beyond. If you own a business, you’ll want to schedule a strategic annual business planning meeting with your leadership team. It’s important to remember that your… Read Now >>