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What is Dollar-Cost Averaging?
January 26, 2012 Every investor dreams of buying into the stock market at a low point, just before an upswing, and garnering large profits from selling at the market’s peak. more »»
To Have and to Hold…
January 12, 2012 We have pointed out in the past that joint tenancy can be a recipe for disaster if you blindly use it as a will substitute. more »»
Charities, Charitable Giving & Charitable Planning
December 29, 2011 It’s the “Season of Giving,” and we are nearing the end of the tax year. more »»
The Perils of Joint Tenancy
December 15, 2011 One day, Dad and Mom hear about this great idea called “joint tenancy” and put their sons, Moe, Larry and Curly, on the title to their house. more »»
Should I Purchase Life Insurance?
December 1, 2011 We’ve all heard about the importance of having life insurance, but is it really necessary? Usually, the answer is “yes,” but it depends on your specific situatio. more »»
Tips for Deducting Year-End Charitable Contributions
November 17, 2011 The year-end charitable giving season is upon us. more »»
Medical Decisions
November 10, 2011 The name Terri Schiavo is synonymous with what can go wrong if you do not have an advance healthcare directive. more »» 
Making Sense of Statistical Confusion
October 20, 2011 If you've ever taken a course in statistics, you know that facts can be represented in different ways. more »»
Estate Planning Workshop
October 10, 2011 Est8Planning Counsel LLLC will present “Est8Planning Essentials,” a workshop for individuals and couples, on Thursday, Oct. 20, at 10 a.m. in Kihei. more »»
Beneficiary Designations
October 6, 2011 Congratulations! You just got a new job that comes with great benefits, including group term life insurance and a 401(k) retirement plan. more »»
Advantages of a Biweekly Mortgage
September 22, 2011 One of the most precious assets that you are likely to possess as you progress through life is your home. Owning their own home is something that most Americans strive for. more »»
Early Retirement Account Withdrawals
September 8, 2011 Withdrawing funds from a tax-deferred retirement account before the age of 591/2 generally triggers a 10 percent federal income tax penalty; all distributions are subject to ordinary income tax. more »»
What Are Dividends?
August 25, 2011 When considering the profit they make on stocks, many investors assess the gains they have obtained based on the appreciation of the stock on the open market or the gains they obtained after selling... more »»
What About Fluffy?
August 11, 2011 You probably have plans in place to deal with various aspects of your life. more »»
When It Pays To Not Be Paid, Part 2
July 28, 2011 In this two-part article, we’re looking at a financial strategy that may help business owners maximize their long-term earning potential while helping their key employees better prepare for their... more »»
When It Pays to Not Be Paid
July 14, 2011 In this two-part article, we will look at a financial strategy that may help business owners maximize their long-term earning potential while helping their key employees better prepare for their... more »»
How Can I Keep My Money from Slipping Away?
June 30, 2011 As with virtually all financial matters, the easiest way to be successful with a cash management program is to develop a systematic and disciplined approach. more »»
Beware the Return of the Estate Tax
June 9, 2011 The federal estate tax took a vacation in 2010. Then it returned in 2011 in a kinder, gentler incarnation than it has assumed in a long time. more »»
Decisions, Decisions
May 26, 2011 Before starting a new business, there are a number of preliminary decisions that are fundamental to your success. more »»
Leaving a Financial Legacy
May 12, 2011 Did you know that IRA balances run a unique risk of being taxed twice on the death of the account owner—with income and estate taxes? Fortunately, individuals who do not need to rely... more »»
What is a Roth IRA?
April 28, 2011 Roth IRAs are tax-favored accounts that enable investors to save money for retirement. more »» Kitten Adoption May 21, 2013 9th Life Hawai‘i, Maui’s only no kill Cat Rescue and Sanctuary has rescued more than 100 orphan kittens some as little as three ounces. They are ready for new homes. They have been hand raised and are extremely affectionate. All sizes, colors, long and short hair. Some with blue eyes. more » Community Calendar |
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