Archives
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 >>
Evaluating Your Employee Benefits for 2020
November 20, 2019
As the year draws to an end, employers will begin rolling out new and revised employee benefit plans. Even if nothing changes, this is time for you as an employee to make important decisions to maximize what you get out… Read Now >>
Wise Tax Strategies Heading into the End of the Year
November 13, 2019
Can you believe it’s already November? 2019 has gone by quickly and it won’t be long before we’re ready to turn the calendar pages over to 2020. When it comes to your finances, there are a number of things that… Read Now >>
Year-End Financial Planning Moves to Make
November 6, 2019
It’s hard to believe we’re already in November. If you haven’t already started making moves, now is definitely the time to get all your year-end financial planning in order. The more prepared and on top of things you can be,… Read Now >>
How to Positively Teach Your Kids About Money, Part 2
October 30, 2019
Last week, we featured Part 1 of this article about ways you can teach your kids about money and help them develop a better understanding of personal finances at an early age. In that article, we covered some lessons you… Read Now >>
How to Positively Teach Your Kids About Money, Part 1
October 23, 2019
We’ve been getting a lot of great response from our recent articles about financial therapy. A couple weeks ago, we talked about ways you can improve your own personal relationship with money. This week, we want to focus on how… Read Now >>
How Financial Therapy Can Provide Returns Beyond Investing
October 16, 2019
By Kathleen Boyd, CFP®, CFT-I™ Candidate Who do you talk to when you feel debilitating fear about running out of money or even panic, depression, or anger about never having enough money? Many people have procured the services of a… Read Now >>
7 Steps to Improve Your Relationship with Money
October 9, 2019
Lately we’ve been talking about how some people have negative relationships with money in terms of subconscious money scripts and full-blown money disorders. This week, we want to take a more positive look at how we can all improve our… Read Now >>
Do You Have a Money Disorder?
October 2, 2019
Last week on the Illumination Wealth Blog, we talked about the concept of money scripts. It’s an interesting take on financial psychology, which is not a subject that’s talked about enough in the financial planning world (at least not out… Read Now >>
