Category: Articles

Thank You

I cannot believe that the holidays are already upon us, so let me step back and take a moment to reflect and thank each of my clients for allowing me to be part of their life. Please know that each of you have had and continue to have a tremendous impact on my life. As…
‘Ohana Also Means Extended Family

When we say “‘ohana” in Hawai‘i, we are talking about our parents, siblings, children, grandchildren and our extended family of friends, colleagues, team members, etc. My family has a “tennis ‘ohana” that goes as far back as 40-plus years. Yes, we met playing tennis in Kalihi, then on Sub-Base, and now in ‘Aiea. The oldest…
It’s Time to Review Your Medicare Plan

During the Medicare Annual Election Period (AEP), Oct. 15 through Dec. 7, eligible Medicare beneficiaries can: Benefit packages change every year so review the Annual Notice of Change from your Medicare health plan to see if the benefits still suit your needs. All Medicare Advantage plans are focused on simplifying the healthcare experience. They offer…
Doing Good While Doing Well

Enjoying a successful career or owning a profitable business can enable a person to give some wealth back to the community where it was generated. If this describes you, consider the following pointers: ■ NEVER SELL APPRECIATED ASSETS IN ORDER TO MAKE CASH GIFTSIf you sell an asset in order to generate cash to make…
Siblingship

Siblingship describes the unique relationship between siblings. Siblings begin their relationship at a young age, and if they are fortunate, they reach old age together. They experience joys and setbacks, they laugh and cry — and they fight. Through the fighting, they can learn conflict resolution. Spouses join us in our adult lives. Friends often…
Financial Success for Parents & Kids

According to a recent study published by Ameriprise Financial, individuals in their 30s and 40s have received significant financial help from family and expect additional assistance in the future. And over a quarter of those surveyed said they received $25,000 or more.(1) It’s admirable to see that parents want to go to such great lengths…
It’s the Season for Health Insurance Options

October through December brings an annual opportunity for seniors to review their health status and medical insurance plan to ensure coverage that suits them best. All seniors 65 and over can have health insurance. If needed, no-cost government sponsored plans are a ready and available option. Hawai‘i seniors who have had changes in income, assets…
Senior Pedestrian Safety Tips

Seniors 65 years and older represent about a third of all pedestrian fatalities across the state. The Hawai‘i State Department of Transportation’s Walk Wise Hawaii program launched a partnership with First Insurance Company of Hawaii (FICOH) to stress the importance of visibility while walking — day or night. Most pedestrian crashes occur between 6 pm…
Bounty of Activities at Kaua‘i Senior Centers

At its nine senior centers, the County of Kaua‘i Department of Parks & Recreation (DP&R) provides quality educational and recreational opportunities for growth and enhancement through an array of diverse programs and special events that promote community participation and environmental awareness while meeting the physical, mental, social and psychological needs of our island’s kūpuna. ■…
Support for Veterans Who Give/Receive Care

Help is available for veterans who have served our country and who now need assistance with caregiving — either as a caregiver or someone who needs care. However, many veterans are not aware of the services available to them, a new AARP survey of veterans 45 and older reveals. About half of those surveyed said…