Our small day-to-day choices can determine if we end up with great wealth – or if we make the bank even richer!

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.

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

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

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.

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.