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6 Tips for Reducing Your 2020 Tax Bill

Although you may have just filed your 2019 income taxes in July, now is the time to start thinking about your 2020 return due next April....

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6 Tips for Finding a Lost 401(k)

The days of working for a single employer for decades until you retire are over. Today, you are much more likely to change jobs multiple...

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The Effects of the SECURE Act on Estate and Retirement Planning—Part 2

The SECURE Act and Strategies to Consider In the first part of this series, I discussed the potential ramifications the SECURE ACT has...

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The Effects of the SECURE Act on Estate and Retirement Planning—Part 1

The SECURE Act's 3 Biggest Changes to Your Retirement and Estate Planning On January 1, 2020, the Setting Every Community Up for...

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Will Your Family Benefit from an IRA Trust?

Unlike most of your assets, individual retirement accounts (IRAs) do not pass to your family through a will. Instead, upon your death,...

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Don't Make This Mistake When Adding an IRA to Your Estate Plan

Some people assume that because they’ve named a specific heir as the beneficiary of their IRA in their will or trust that there’s no need...

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Planning for a Strategic Retirement

Are you approaching retirement? Not sure how you can ensure a smooth transition from working life to retired life? Walking away from...

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6 IRA Benefits Missing from Your 401(k)

When it comes to retirement plans, IRAs and 401(k)s provide many of the same benefits. But in certain situations, an IRA can outperform a...

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Guidelines for Retirement Planning for All Ages

You’re never too young or too old to save for retirement; here are some guidelines by age group: Under 25: If you graduated from college...

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Naming IRA Beneficiaries in the Correct Way

You could be unintentionally reducing your family’s wealth potential if you do not properly designate the beneficiaries of your IRAs....

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What to Do with an Inherited Retirement Account

I am often asked to help people who inherit a retirement account. The action you need to take with an inherited IRA depends upon your...

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6 MAJOR MISTAKES HAWAII FAMILIES MAKE WHEN CHOOSING AN ESTATE PLANNING ATTORNEY

No time for mistakes. Save your family a lot of money, stress, and wasted time.