There is a difference between preparing for tomorrow and living there.

Each week, Travis and Scott sit down to discuss retirement planning, investing, and personal finance from the perspective of Hawaii-based financial advisors. Our goal is to answer common questions, explain financial concepts in plain English, and help you feel more confident about your financial decisions. Episodes 5-8 are available now!

There is tremendous value in being prepared. But at some point, gathering more information stops making us more prepared and starts making us more anxious.

As the year comes to a close, it’s easy to focus on the holidays and lose track of your finances. But for those approaching or already in retirement, the final few months of the year can be an important time for year-end financial planning.

Most Oahu taxpayers are aware of the real property tax homeowner exemption offered by the City & County of Honolulu. However, not as many know about the real property tax credit.

Aligning the masks we put on with our true selves.