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5 Retirement Planning Moves to Make Before 2027
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.

Owen Lahr, CFP®
Aug 315 min read


Guest Post: Do You Know About this Tax Credit?
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.

Kent Kasaoka
Aug 282 min read


What Are You Supposed to Be?
Aligning the masks we put on with our true selves.

Scott H. Tonai, CFP®
Aug 244 min read


How to Start the Portfolio Design Conversation
Why good investment management starts with understanding the investor.

Scott H. Tonai, CFP®
Aug 74 min read
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