When you plan a trip, you have a destination in mind. You plan the best route to get you there safely. So, why shouldn’t your financial planning follow this same premise?
Taking the complexity and noise out of the financial media and informing you with what is relevant and timely, not someone’s opinion.
Illuminate’s advisors and staff participate in quarterly service projects partnering with local non profits to make a difference in the Omaha, Nebraska community.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Interest Rates: How Low Can They Go?
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Calculating your potential Social Security benefit is a three-step process.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate your monthly and annual income from various IRA types.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Have you explored all of your choices when it comes to managing your taxable income?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
It's easy to let investments accumulate like the junk in a junk drawer.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.