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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
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