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Smart Advice; How to Choose a Financial Advisor

Michael W. K. Yee, Financial Advisor and Certified Financial Planner | Jul 13, 2020 | February 2011, Wisdoms

A financial advisor can offer valuable strategies and guidance to help you grow your savings and meet your financial goals and dreams. It’s important to select a qualified individual who is also a good match—personally and professionally.

In the current issue

  • Dining and Snacks Resource Guide
  • Grief & Bereavement — Part V
  • Hiring Strangers as Caregivers
  • Starting Your Estate Planning Journey
  • Out-of-Pocket Healthcare Costs
  • Tips for Transitioning Into Retirement
  • Getting Ahead of Incapacity
  • Learn More From New SSA Statement
  • How to Stop Your Gums From Receding
  • A Calling to Gerontology
  • Caregiver Compatibility is Key
  • Houselessness: How Can You Help?
  • Helping Seniors With Technology
  • Creating Resilience
  • The Houseless Are Not Homeless
  • Overcoming the Distance Between Us
  • Medicare 2023: Hawai‘i’s Got It Good!
  • More Seniors Try Marijuana

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Events in March–April 2023

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  • Caregiver Stress and Wellness

    Caregiver Stress and Wellness

    March 3, 2023

    Imagine walking out of your home and seeing a bear! Feeling stressed just thinking about it? Good! These bursts of stress help keep us alive, active, and motivated. The stress of caregiving and modern life doesn't happen in short bursts like with a bear sighting. Caregiving stress is persistent and can damage our mental and physical health.

    VIRTUAL
    View Location

    • Registration (complimentary) is required
    • More information is available from The Caregiver Foundation at 808-625-3782 or email to info@thecaregiverfoundation.org

    Read more

    Caregiver Stress and Wellness

    Caregiver Stress and Wellness

    March 3, 2023

    Imagine walking out of your home and seeing a bear! Feeling stressed just thinking about it? Good! These bursts of stress help keep us alive, active, and motivated. The stress of caregiving and modern life doesn't happen in short bursts like with a bear sighting. Caregiving stress is persistent and can damage our mental and physical health.

    VIRTUAL
    View Location

    • Registration (complimentary) is required
    • More information is available from The Caregiver Foundation at 808-625-3782 or email to info@thecaregiverfoundation.org

    Read more

  • SMP HAWAII 2023 Web Series on Fraud and Abuse

    Category: General SMP HAWAII 2023 Web Series on Fraud and Abuse

    10:00 am – 11:00 am
    March 13, 2023

    Senior Medicare Patrol (SMP) Hawaii invites you to its 20/23 Web Series on Fraud Prevention: Scam Free in 2023. Learn from Hawaii residents, and local and national experts, including top security officers from American Savings Bank, Bank of Hawaii and First Hawaiian Bank, the Medicaid Fraud Control Unit - Hawaii Department of the Attorney General; Better Business Bureau and the Financial Industry Regulatory Authority (FINRA)  Foundation.

    VIRTUAL
    View Location

    Read more

  • The Realities of Aging

    The Realities of Aging

    8:30 am – 4:30 pm
    March 15, 2023

    You're invited to join host Percy Ihara today for our monthly workshop at the Ala Moana Hotel. Topics include finances, gerontology, legal mistakes, support services, long-term care options, reverse mortgages and many more. Call 808-600-4383 to RSVP.  Seating is limited. 8:30am – 4:30pm

    Ala Moana Hotel
    410 Atkinson Drive
    Honolulu, HI
    View Location
    Map Ala Moana Hotel

    Read more

  • Effective Communication Strategies with Calvin Hara

    Effective Communication Strategies with Calvin Hara

    10:00 am – 11:00 am
    March 23, 2023

    Alzheimer's disease and other dementias gradually diminish a person's ability to communicate. Communication with a person with Alzheimer's requires patience, understanding and good listening skills. The strategies that will be explored can help both you and the person with dementia understand each other better.

    VIRTUAL
    View Location

    Read more

  • SMP HAWAII 2023 Web Series on Fraud and Abuse

    Category: General SMP HAWAII 2023 Web Series on Fraud and Abuse

    10:00 am – 11:00 am
    April 10, 2023

    Senior Medicare Patrol (SMP) Hawaii invites you to its 20/23 Web Series on Fraud Prevention: Scam Free in 2023. Learn from Hawaii residents, and local and national experts, including top security officers from American Savings Bank, Bank of Hawaii and First Hawaiian Bank, the Medicaid Fraud Control Unit - Hawaii Department of the Attorney General; Better Business Bureau and the Financial Industry Regulatory Authority (FINRA)  Foundation.

    VIRTUAL
    View Location

    Read more

  • The Realities of Aging

    The Realities of Aging

    8:30 am – 4:30 pm
    April 19, 2023

    You're invited to join host Percy Ihara today for our monthly workshop at the Ala Moana Hotel. Topics include finances, gerontology, legal mistakes, support services, long-term care options, reverse mortgages and many more. Call 808-600-4383 to RSVP.  Seating is limited. 8:30am – 4:30pm

    Ala Moana Hotel
    410 Atkinson Drive
    Honolulu, HI
    Map Ala Moana Hotel

    Read more

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