News & Events

The Illuminate Financial Group team had an incredible time volunteering with our clients at Habitat for Humanity! It was an amazing opportunity to come together, work on a meaningful project right here in our neighborhood, and make a positive impact. We’re proud to support such a …

As we head into tax season, Graham from Illuminate Financial Group shares a quick update to help you stay prepared. In this video, he explains what to expect if you took a distribution from a retirement account, when 1099-R forms are issued, and how qualified charitable distributions are …

Hello! This video from Graham at Illuminate Financial Group clarifies a crucial topic for retirement: RMDs (Required Minimum Distributions). Starting at age 73, the IRS requires withdrawals from pre-tax accounts (like IRAs/401ks) since they were never taxed. Learn why Roth accounts are …

Hello, This is Graham with Illuminate Financial Group. Trump signed into law on July 4th, the Big Beautiful Bill, and there’s some questions about what that means for people’s social security checks and if it’s taxed or not. So we are going to add some clarity. Before the Big Beautiful Bill was passed, for most people…

We are delighted to have you join us for another edition of our newsletter! As we transition into the summer season, we want to take this opportunity to connect with you and share exciting updates, insights, and valuable resources tailored just for you. Our goal is to keep you informed and engaged, providing…

Welcome to our first newsletter! Thank you for taking the time to see what’s new at Illuminate Financial Group. With November right around the corner, it is a wonderful time to express gratitude and the strong bonds we cherish within our community. We wish you a wonderful Thanksgiving with friends, family and loved ones.