The Three Chapters of Retirement
By Landon Yoshida, AIF, CRPC, Vice President Wealth Management and Principal The first discussions we have with our clients often center around their plans for retirement. In these conversations, we talk about many topics,
Giving Can Make You Happier, All Year Long
By Landon Yoshida, CRPC®, Vice President, Wealth Management and Principal; and Laura DeVore, Financial Advisor "Have you ever met an unhappy generous person?" This question was presented to us years ago on a coffee
Happy Holidays! May Your Gifting Be Tax Efficient
By Christpher Whitaker, CFP, AIF ‘Tis the season! The tryptophan from overloading on turkey is finally wearing off, holiday decorations are getting lugged in from the garage and your annual planner is nearing the
Sandwiched Between Moments: Finding Balance When Taking Care of your Parents and Kids
By Shawn Covarrubias, AIF, Vice President, Operations “It’s only a moment in time.” This is what my father has said to me over the years if I complained about having to do something. My
Retirement Rethink: My Four Grandmothers from Hawaii
By Landon Yoshida CRPC®, Vice President, Wealth Management — What would your retirement savings look like if you lived into your 90s and beyond? How about at 104 years old? This type of longevity is more common now in America.
Spending Wisely Like My Grandma
By Jennifer Olson, CFA, CIPM, CFP® — My two younger sisters and I were raised in the Philippines by our grandparents, who were farmers. When our Papa died when I was 7 years old, our young widowed Mama...