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Ready for Retirement? Estate Management 101 Raise Your Retirement Income Women and Retirement

Clarity

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?

Financial Insights

Taking the complexity and noise out of the financial media and informing you with what is relevant and timely, not someone’s opinion.

Giving Back

Illuminate’s advisors and staff participate in quarterly service projects partnering with local non profits to make a difference in the Omaha, Nebraska community.

Helpful Content

Tax Deductions You Won't Believe

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

Certain Uncertainties in Retirement

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

Countering Counterfeit Currency

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

 

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

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My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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