Archives
Year-End Financial Review for Individuals
November 8, 2023
2023 is almost over. As the year comes to an end, it’s the perfect time to review your finances and adjust your financial plan for 2024 and beyond. In-depth financial reviews should happen at least once a year, and there’s… Read Now >>
The Gift of Giving: Introducing Children to Charitable Giving
November 1, 2023
Last week, we talked about the gift of giving during the holiday season. The article was all about teaching financial literacy to your children and grandchildren, as well as using this time with family to discuss important estate planning issues.… Read Now >>
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 >>
How to Start an HSA for Your Company
October 18, 2023
The Affordable Care Act (ACA) eliminated most small business health plans that allowed employers to reimburse employees’ individually purchased health insurance. This led to many small business owners to remove health coverage or adopt health savings accounts (HSAs) as an… Read Now >>
Latest Updates on the Pass-Through Entity Tax (PTET)
October 11, 2023
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
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
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 >>
