Archives
Balancing Family Dynamics with Business Succession Planning
February 5, 2020
One of the most challenging aspects of developing your estate plan is what you leave behind for your family. It is very difficult to determine who will get what and why. It’s even more complex when there is a business… Read Now >>
What is Succession Planning?
January 29, 2020
Last week, we talked about the importance of business owners having a succession plan in place. In that article, it was part of a broader estate planning strategy to keep a business running effectively should something happen to you. This… Read Now >>
Estate Planning: What Business Owners Need to Know
January 22, 2020
When you own a business, you have a lot on your plate. You are spending your time, money and energy on building your business and trying to increase profitability. It can be hard to think about what would become of… Read Now >>
Sticking to Your Investment Strategy in Times of Crisis
January 15, 2020
In times of world crisis, some investors hit the panic button a bit too early and totally changing their investment strategy. Recently, we’ve been getting a lot of questions about how the military conflict between the United States and Iran… Read Now >>
What Are Your 2020 Financial Resolutions?
January 8, 2020
2020 is finally upon us! Not only are we in a new year, but we’re kicking off a brand new decade. Now is the time most of us try to make some New Year’s Resolutions. Eat healthier, lose weight, volunteer… Read Now >>
Happy Holidays from Illumination Wealth!
December 24, 2019
We wanted to take this opportunity to wish everyone a very happy holiday season. Being that Christmas, Hanukkah and Kwanzaa are all being observed this week, there is no more fitting time to celebrate the season and spread the message… Read Now >>
Smart Ways of Giving Financial Gifts to Kids or Grandkids
December 18, 2019
Gift giving is a natural part of the holiday season. You want to give your kids and grandkids meaningful gifts. Beyond just toys and trinkets, you may want to give them significant financial gifts, whether it’s in the form of… Read Now >>
Why You Should Avoid Market Predictions for 2020
December 11, 2019
2020 is getting closer and it’s almost impossible to avoid hearing “expert” predictions for the stock market and our economy as a whole. If you are plugged into the investment scene at all, then there’s no doubt you’ve already heard… Read Now >>
What is a Donor-Advised Fund and Why Consider it?
December 4, 2019
Many people are looking to increase their charitable contributions this time of year. It can make a big difference in your taxes, but it also just makes you feel good to give back. When you have the means to support… Read Now >>
Buyer Beware! Don’t Overspend Just Because of Discounts.
November 27, 2019
First of all, we want to wish everyone out there a very Happy Thanksgiving. We are very grateful to everyone who is part of the extended Illumination Wealth family! With Thanksgiving weekend, however, also come the biggest consumer “holidays” of… Read Now >>
