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.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Knowing the rules may help you decide when to start benefits.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Healthy habits are one of the greatest gifts to give your child.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much income may be needed at retirement to maintain your standard of living.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Why are 401(k) plans, annuities, and IRAs so popular?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
What are your options for investing in emerging markets?
Roth IRAs are tax advantaged in a different way from traditional IRAs.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
The decision whether to buy or rent a home may have long-term implications.