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Key Milestones for Retirement Planning
The road to retirement is a long one, and as with any journey, it helps to have a few key milestones along the way to help gauge your...
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- 5 min
Life Insurance's New Role in Estate Planning
Within the past year, a combination of new legislation and the recent change of leadership in the White House and Congress stands to...
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- 5 min
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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- 5 min
Have You (or Your Parents) Reviewed Your Investment Portfolio Lately?
If you or your parents have a retirement account or any investment accounts for that matter, now is the time to get connected to how...
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- 5 min
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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- 6 min
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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- 4 min
3 Deadly Sins of Retirement Planning
Retirement planning is one of life’s most important financial goals. Indeed, funding retirement is one of the primary reasons many people...
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- 2 min
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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- 3 min
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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- 2 min
5 Retirement Factors to Be Considered with Your Spouse
With the reality of Hawaii’s high cost of living, it is common for both spouses to be in the workforce. Retirement decision-making for...
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- 3 min
Saving for Retirement or Your Child's Education: Which Should Be the Priority?
Many parents perceive a conflict between funding a child’s college education and building their own retirement nest egg. The conflict...
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- 2 min
6 Tips for Retirement Planning
Planning for a long and prosperous retirement is no longer just about the money. Here are six tips to get you on the right track again:...
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- 2 min
5 Things to Learn from Your Parents' Retirement
When we talk about retirement, most of us are still thinking about our parents’ retirement and how they did – or did not – plan properly...
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- 2 min
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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