Archives
Starting Your Journey to Financial Independence
September 27, 2023
It’s never too late to start planning for a brighter financial future. Whether your retirement is a few decades away or a few years away, there are positive steps you can take now to get where you want to go… Read Now >>
Real Estate Investors: Plan for the Market Ahead
September 20, 2023
There are many strategies you can apply to become a successful real estate investor. Though real estate is generally considered one of the safest long-term investments, it is not without its risk. The market will have fluctuations, both big and… Read Now >>
5 Estate Planning Tips for Business Owners
September 13, 2023
Estate planning should always be a top priority for anyone, regardless of age, wealth or family situation. The older you get, the more important it becomes to have a proper estate plan in place. Unfortunately, you will not be around… Read Now >>
WEBINAR REPLAY: Illumination Wealth Strategy Session: Let’s Talk Cash
September 7, 2023Entrepreneurs, view this special replay of our recent webinar “Unlock Financial Insights: Join Our Cash Strategy Session for Entrepreneurs” hosted by Matt Rinkey, CEPA® and John Kenny, C.F.P. Topics covered: ✅ Understanding economic shifts and their impact. ✅ Capitalizing on… Read Now >>
Understanding Risk Management in Real Estate Investing
September 6, 2023
Real estate has proven to be one of the most sustainable long-term investments you can make. Savvy investors can buy, sell and hold properties of different types: residential, commercial, industrial or raw land. The right moves can net you exceptional… Read Now >>
Tax Planning: Strategies for Today’s Entrepreneurs
August 23, 2023
Tax planning should be a top priority for any entrepreneur. Whether you own a large corporation or a small family business, you will benefit from implementing smart tax strategies. Proper tax planning needs to be done for your business income… Read Now >>
Is a Family Office a Good Wealth Management Strategy?
August 16, 2023
If you are an ultra-high-net-worth individual (UHNWI), you have many important financial issues to consider. Managing significant wealth can bring unique challenges. Having a trusted wealth management advisor (or team of financial specialists) can help you make better decisions with… Read Now >>
Why You Should Treat Your Investments Like a Business
August 9, 2023
Nobody ever said being a successful investor was easy. It takes smart planning, strategic diversification and good timing. You need to know which moves to make and when. Some investment strategies are ideal for short-term gains and tax advantages. Others… Read Now >>
How Market Trends Affect Your Multi-Family Investments
August 2, 2023
Multi-family real estate tends to be a little different than regular single-family properties when it comes to changing market conditions. If you are new to investing in rental income properties—especially multi-family properties—it is important to understand how past, present and… Read Now >>
Building a Diversified Portfolio for Entrepreneurs
July 26, 2023
For many small business owners, their business is their life. They pour everything they have into making it success—physically, emotionally and financially. This is often what it takes to get a business off the ground and keep it growing. However,… Read Now >>
