top of page


Avoiding the BIGGEST Estate Planning Mistake Retirees Make
Retirees beware – there’s a potential ticking time bomb in your estate plan.

Travis Tsukayama, CFP® CFA
Jul 31, 20254 min read


The Tax Guide to Selling Your Home
Thinking about selling your home? Here’s what you need to know about the potentially hefty tax burden before you put up the “For Sale” sign.

Travis Tsukayama, CFP® CFA
Jul 23, 20258 min read


What “One Big Beautiful Bill” Means for Retirees
The “One Big Beautiful Bill” (OBBB) was signed into law. What does that mean for you? Is your tax bill about to go up?

Travis Tsukayama, CFP® CFA
Jul 21, 20254 min read


Investing vs. Debt Over Time
Our small day-to-day choices can determine if we end up with great wealth – or if we make the bank even richer!

Christina June Brown, CFP®
Jul 18, 20253 min read


Going Solo: Why Self-Employed Individuals Should Choose a Solo 401(k) Over a SEP IRA
Solo 401(k)s may offer higher savings and bigger tax breaks than SEP IRAs. See why more self-employed individuals are making the switch.

Scott H. Tonai, CFP®
Jul 17, 20253 min read


Tomorrow's Tax Problem
Future taxes can be tricky. Learn how smart planning today helps you stay ahead and avoid costly surprises later.

Travis Tsukayama, CFP® CFA
Jul 10, 20255 min read


2025 Halftime Update
Travis shares key insights from a turbulent first half of 2025 and what to watch moving forward.

Travis Tsukayama, CFP® CFA
Jul 3, 20254 min read


Staying on Course
In June, four members of our team made the most of the longer summer afternoon with a well-earned round of after-work golf. We’re happy to report that everyone finished the round in one piece (with only their pride slightly bruised). Owen, Rick, Travis and Scott at the golf course.

AAA Team
Jul 3, 20251 min read


Out in the Community: HUGS
Scott is a proud supporter and volunteer of HUGS Hawaii , a local nonprofit dedicated to strengthening families as they care for seriously ill children. He recently volunteered at the organization’s annual gala, themed “Giddy Up for HUGS,” which raised an impressive $213,000 in support of HUGS' mission. Scott and his partner, Katie, volunteering at the Giddy Up for HUGS event.

AAA Team
Jul 3, 20251 min read


Our Run Club at the Hapalua
Our Run Club was back at it again in April. Travis, Scott and Rick completed the Hapalua - Hawaii's Half Marathon. The route was arduous as runners finished the 13.1 miles by running up and down Diamond Head Road. It is great to see our team complete their fitness goals outside of the office! Travis, Scott, and Rick after completing the 13.1 mile journey.

AAA Team
Jul 3, 20251 min read


Junior Achievement
Christina volunteered with Junior Achievement for the first time on March 27, 2025 for a one-day, all-day event at Moanalua Elementary School with the first-grade class of Mrs. Lau. Students were taught economic basics using fun games. The kids were engaged and eager to learn. Pictured are volunteers from our professional organization, FPA of Hawaii. From left to right: Wai Kee, Paul, Raquel, Christina, and Percy.

AAA Team
Jul 3, 20251 min read
bottom of page