Archives

The Gift of Giving: Teaching Financial Literacy During the Holidays

October 25, 2023

It’s that time of year where both family matters and financial planning have extra significance. On a family level, you have holidays like Thanksgiving and Christmas that bring everyone together and remind us what’s truly most important in life. This… Read Now >>



Latest Updates on the Pass-Through Entity Tax (PTET)

October 11, 2023
Group of business owners, representing PTET (pass-through entity tax)

A majority of states have now adopted the pass-through entity tax (PTET). In fact, 36 of the 41 states which impose state income taxes have adopted some form of a PTET tax rule. The PTET enables owners of pass-through business… Read Now >>


What Business Owners Need to Know About ICHRA Benefits

October 4, 2023
Medical image, representing ICHRA health plan option for employers.

Are you thinking about providing your employees with a new individual coverage health reimbursement agreement (ICHRA) as part of your benefits package? There is some important information you will want to understand before implementing an ICHRA. Below are some of… Read Now >>


Starting Your Journey to Financial Independence

September 27, 2023
Hiker atop a mountain, representing financial independence

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
Cloud house in the sky, representing planning ahead for real estate investors.

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
Empty office, concept for estate planning for business owners

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, 2023

Entrepreneurs, 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
Row of houses, representing risk management in real estate investing

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
Businessman and cityscape, representing tax planning tips for entrepreneurs

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 >>