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.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
There are common mistakes you can avoid when saving for retirement.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Retirees traveling abroad need to know that their health insurance travels with them.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help you estimate how much you may need to save for retirement.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Do you have causes that you want to support with donations? Here are three tips.
Pundits say a lot of things about the markets. Let's see if you can keep up.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
It's easy to let investments accumulate like old receipts in a junk drawer.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”