J.R. explains why he is not a fan of trust companies and urges people to consider independent third-party trustees.
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Don't overlook the items on Financial Planning Hawaii's year-end tax planning checklist. It is also time to think about rebalancing.
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J.R. Robinson offers his usual irreverant commentary on investment planning with a surprising twist at the end.
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Every person who has an LLC, S-corp, C-corp, Irrevocable trust or other legal entity needs to know about the CTA...
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Three news items for our Hawaii Clients - Hawaii Tax Cuts, Free HMSA Group Life, Bankoh not playing nicely.
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Lots of news to share - Featured in Barron's again, no texting please, making cash work harder, Emily F., new tech initiatives.
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The CFP Board's new ad campaign to recruit new members is seriously funny - and an epic fail.
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Read about how your federal income tax may change when the TCJA sunsets on 12/31/2025.
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TikTok Finfluencers Are Providing Comically Bad Backdoor Roth Conversion Guidance
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Providing comprehensive, objective financial planning guidance requires me to be a fiduciary at all times. Brokerage and insurance licenses are antithetical to
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A case study in cognitive dissonance. Dave Ramsey and Robert Kiyosaki are two self-anointed personal finance rock stars whose popularity is undiminished in
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Dreading an Upcoming Long Drive or Flight? Tune into Acquired and you will wish the trip was longer!
According to the Wall Street Journal, "the smartest people in the room" are all listening to this podcast.
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