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.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
For some, the social impact of investing is just as important as the return, perhaps more important.
There are things about Social Security that might surprise you.
An inside look at how marginal income tax brackets work.
At what point can you call a personal vehicle commercial?
To choose a plan, it’s important to ask yourself four key questions.
Here are some simple and inexpensive energy-saving tips that may help you save money.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help you estimate how much you should be saving for college.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
How will you weather the ups and downs of the business cycle?
You’ve made investments your whole life. Work with us to help make the most of them.