This article offers guidance on how to get different types of assets into revocable trusts. Types include Aircraft/Watercraft, foreign property, LLCs, etc.
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The trusted contact authorization is a powerful tool that enables financial advisors to initiate wellness checks and to proactively act to prevent clients from
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Updates for Financial Planning Hawaii Clients on the Schwab-TD merger, our disassociation with NFS, and our change to discretionary trading authorization
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If you have money in government money market funds or T-bill maturing in the next few months, you may wish to sell.
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This test drive of ChatGPT resulted in a Crash & Burn. AI has a long way to go before it is useful for content creation in the financial planning industry.
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This article explains the author's decision to redeem the Series I savings bonds he purchased for his family in April 2022.
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Something unusual happened to CD yields last week that has changed our advice to our clients.
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Financial Planning Hawaii's founder opines in U.S. News article on utility stocks for passive dividend income. His retirement spending research was cited in
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Regional bank stocks have had a big sell-off in the wake of the Silicon Valley Bank sell-off. This article discusses the implications for rising dividend
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The surprisingly simple causes of the Silicon Valley Bank failure, its implications, and how the government's response sends exactly the wrong message.
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Putting idle cash to work is the low-hanging fruit in terms of easy ways to boost portfolio returns.
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What are the potential ramifications of an actual default on the interest payments and/or principal of U.S. Treasuries? In a word - "Catastrophe."
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