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FPH Blog

John Robinson | Jan 14, 2022

Keeping FPH Clients from Becoming Their Parents

Comprehensive Financial Planning
At Financial Planning Hawaii we take maintaining client data security very seriously...Yet for all money and effort we expend.
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John Robinson | Jan 9, 2022

Big changes are coming to the FAFSA...and they are not all welcome.

College Saving
Comprehensive Financial Planning
Beginning with the 2023-2024 school year, the new FAFSA will have 2/3 fewer questions. What's not to love about simplification?
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John Robinson | Jan 9, 2022

7% Savings Bonds?! - Curb Your Enthusiasm

Portfolio Management and Investing
The U.S. Treasury is paying 7.12% annualized on Series I Savings Bonds for the six-month period ending in May 2022. So, what's the catch?
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John Robinson | Jan 9, 2022

Handy "Cheat Sheets" for 2022 Tax Planning

Tax Planning
IRAs and Qualified Retirement Plans
2022 Tax Rule Changes - Mostly minor, but definitely one notable one for small business owners.
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John Robinson | Dec 10, 2021

Photo Essay: The Street Art of Kaka'ako

Art - Antiques and Collectibles
Hawaii
Kaka'ako does not show up in many Hawaii travel guides but it is one of the coolest places to hang out in Honolulu.
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John Robinson | Dec 10, 2021

Saying that the Bull Market in Bonds is Over is NOT Market-Timing

Portfolio Management and Investing
For most of the past 40 years, investors in intermediate and long-term bonds and bond mutual funds have profited as falling interest rates pushed the values of
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John Robinson | Nov 20, 2021

Hubris and Naivete from the Ivory Tower

Portfolio Management and Investing
Comprehensive Financial Planning
Economist Laurence Kotlikoff thinks most financial planners go about retirement income planning all wrong. Financial Planner John Robinson thinks Larry is the
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John Robinson | Aug 9, 2021

Negative Returns Ain't Much of a Living

Portfolio Management and Investing
What does a scene from an iconic Western have to do with investing in bond mutual funds and ETFs?
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John Robinson | Jun 8, 2021

When Being #1 is Not a Source of Pride

Hawaii
Tax Planning
Learn more about changes to Hawaii's tax laws and how it contributes to the states reputation as a high-tax state.
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John Robinson | May 28, 2021

Estate Planning – Perception vs. Implementation

Estate Planning
How can you make your estate plans effective and utilize eMoney?
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John Robinson | May 25, 2021

Looking for Yield in all the Wrong Places

Stock Portfolios
Financial Planning
We investigate the benefits and downfalls of bonds and CDs that have matured.
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John Robinson | May 2, 2021

The Consequences of Gifting

Tax Planning
Estate Planning
Factors to consider when thinking about turning over certain assets, such as a house, to children.
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Blog Topics

  • Portfolio Management and Investing
  • Risk Management and Insurance
  • Estate Planning
  • Tax Planning
  • IRAs and Qualified Retirement Plans
  • Retirement Spending
  • Retirement Saving
  • College Saving
  • Comprehensive Financial Planning
  • Social Security
  • Art, Antiques, and Collectibles
  • Hawaii

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Although representatives of Financial Planning Hawaii may review client tax and legal documents, deliver tax-reporting documents, and raise awareness of potential tax and/or estate planning related mistakes or opportunities, none of this information should be construed as constituting specific tax or legal advice.  All clients are encouraged to consult with their respective CPAs and/or attorneys for such guidance.
 
SEC Regulation S-P is a rule that requires investment advisors to protect customers' nonpublic personal information. It mandates that these institutions have policies for safeguarding data, properly disposing of consumer reports, and providing customers with privacy notices and opt-out options for information sharing. Clients are strongly discouraged from sending personal information such as birthdates, social security numbers and account numbers to us via unsecure email.
 
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