Get to Know: Danielle Greenwood, Client Service Concierge

April 1, 2020

The reason I got into this profession: I can’t say there is one specific reason as to why I am in the financial services industry, because the truth is there are many reasons. I wouldn’t have any knowledge regarding the… Read Now >>

Helpful Resources for COVID-19 Relief and the CARES Act

March 27, 2020

It seems like things are changing every day with the COVID-19 (coronavirus) pandemic affecting the stock market, a majority of business industries and millions of American workers. We don’t know how long these widespread shutdowns will last, or how long… Read Now >>

Federal and State Governments act to help lessen the impact of COVID-19

March 23, 2020

As the US has continued to brace and cope with the impact of the coronavirus pandemic, both Federal and State governments have responded to help small business and their employees.  On March 17, 2020 California’s Governor signed an executive order… Read Now >>

Financial Life Advice During the Coronavirus Market Volatility

March 20, 2020

You may have noticed that we’ve posted a couple new videos on our YouTube channel and the Illumination Wealth Blog lately. It’s pretty easy to understand why people are craving financial advice right now. The financial markets have experienced significant… Read Now >>

Illumination Wealth Client Question & Answer Session, March 2020

March 19, 2020

In our Illumination Wealth question & answer session from March 18th, 2020, we answered your questions about these extraordinary times and provided our insight.

How Can I Prepare to Sell My Business

March 18, 2020

So, you are ready to retire or move onto a new business opportunity? You’ve decided “it’s time to sell my business” and you plan to use those proceeds toward your retirement fund. Our most recent articles on the Illumination Wealth… Read Now >>

Illumination Wealth’s Perspective: Coronavirus, Oil & The Markets

March 15, 2020

Building Business Value by Becoming Replaceable, Part 2

March 11, 2020

Last week in Part 1 of this topic, we talked more generally about WHY making yourself replaceable as a business owner can actually increase the value of your business in the long run. If you haven’t read it yet, I… Read Now >>

Coronavirus Market Update & Recent Market Volatility

March 10, 2020

When it comes to your investments, it’s important not to panic. We thought it would be good to follow up with empathy, perspective and some opportunities that are created in uncertain times like these. Click the link below to watch: … Read Now >>

Building Business Value by Becoming Replaceable, Part 1

March 4, 2020

As an employee, you always want to try and make yourself as irreplaceable as possible. When it comes to being a business owner, however, being replaceable can actually be a benefit. This is especially true when you have plans to… Read Now >>