Category: Wisdoms

  • ‘Test Drive’ Your Estate Plan

    Kingdom Advisors founder Ron Blue takes an interesting approach to estate planning. He advocates lifetime giving as a way to assure that the objects of your bounty are worthy recipients of your wealth. This could play out a couple of different ways. As Blue points out, there are three places your “stuff” can go after…

  • Control Healthcare Costs in Retirement

    It’s no secret that healthcare becomes a bigger concern for most of us as we grow older. More ailments are likely to develop, which means more money is spent to visit health professionals and purchase medications. Even if you remain healthy through your later years, the costs of preventative care and preparing for potential, unexpected…

  • Lightning Does Strike Twice

    When Terry discovered his home had been burglarized, the frustration of having to replace his valuables paled in comparison to the feelings of being violated. Then, several nights later, someone entered his garage and stole his car. What Terry didn’t realize was that during the burglary of his home, the thief took his spare set…

  • Make Yours a Soulful Estate Plan

    If an estate plan is our final personal and intimate letter to our loved ones, why is it that we can’t understand it when we read it? This last intimate writing should be full of our unique, personal and emotional voice, yet, it reads like a sterile contract, devoid of any human feeling or emotion.…

  • A Living Legacy: The Gift of Education

    There are ways you can help your children and grandchildren lower the price of higher education. One of the best ways is to establish and contribute to a qualified 529 plan. Contributions grow tax-free; distributions to the student for education expenses are also free of federal tax, and in general, state tax, as well. If…

  • Keeping Peace in the Family

    In May of last year, Reuters reported that a Georgia judge had agreed to appoint a mediator to help the family of the late Dr. Martin Luther King Jr. decide whether to sell Dr. King’s Nobel Peace Prize and his personal Bible. Dr. King carried the Bible during the historic marches and rallies of the…

  • Navigating Your First Year in Retirement

    Like most Americans, you’ve probably spent years working to achieve the retirement of your dreams. There comes a point when this milestone changes from a distant goal to an imminent reality. You can make your first year away from work more rewarding and less stressful if you anticipate potential challenges and prepare for how you…

  • The Hidden Costs of Probate Court

    The Hidden Costs of Probate Court by Stephen B. Yim, Attorney at Law from the Oct-Nov 2016 issue of Generations Magazine, Hawai‘i’s Resource for Life

  • Hiring Strangers as Caregivers

    Hiring Strangers as Caregivers by Scott Spallina, Senior Deputy Prosecuting Attorney from the Oct-Nov 2016 issue of Generations Magazine, Hawai‘i’s Resource for Life

  • Rollover Your IRA for Good

    Rollover Your IRA for Good by Jeffrey B. Sisemoore, JD, National Kidney Foundation of Hawaii from the Oct-Nov 2016 issue of Generations Magazine, Hawai‘i’s Resource for Life

  • Secret Money for Veterans

    Secret Money for Veterans by Scott A. Makuakane, Counselor at Law, Est8Planning Counsel LLLC from the Oct-Nov 2016 issue of Generations Magazine, Hawai‘i’s Resource for Life

  • Prepare for Retirement Milestones

    Prepare for Retirement Milestones by Michael W. K. Yee, Financial Advisor and Certified Financial Planner from the Oct-Nov 2016 issue of Generations Magazine, Hawai‘i’s Resource for Life