Terry Lee, President and CEO, Lee Financial Group Hawaii, Inc. | Mar 29, 2019 | April - May 2019, Wisdoms
We encounter risk in all facets of our life. Why do we take risk if we have a choice? Simply put: We take on risk in exchange for some kind of return. Generally, the potential for higher returns from investments comes with greater risks.
Scott A. Makuakane, Counselor at Law, Est8Planning Counsel LLLC | Mar 29, 2019 | April - May 2019, Wisdoms
Receiving an inheritance is like winning the lottery. What could possibly be wrong with that? Callie Rogers, age 16, won $3.1 million in a British lottery. By the age of 22 she was broke, living with her mother, and working three cleaning jobs. William Post won $16.2 million in the Pennsylvania Lottery in 1988…
Michael W. K. Yee, Financial Advisor and Certified Financial Planner | Mar 29, 2019 | April - May 2019, Wisdoms
Searching for warmer weather, moving closer to adult children and grandkids or pursuing a change in scenery are just a few reasons why many Americans choose to move in retirement. These retirees often relocate for emotional reasons, but it’s important to consider the financial impacts, too.
Michael W. K. Yee, Financial Advisor and Certified Financial Planner | Dec 2, 2018 | Dec 2018 Jan 2019, Wisdoms
Setting New Year’s resolutions is a tradition for millions of Americans who see January 1 as a fresh start. However, we all know how easy it is to have resolutions fall to the wayside as the year progresses.
Fortunately, if the goal you have in mind is a financial one, there are ways you can break it down into steps that will keep you motivated and on track to achieve it.
Staff of Clay Chapman Iwamura Pulice & Nervell, Attorneys at Law | Jul 29, 2018 | August - September 2018, Wisdoms
Only one out of every 44 cases of financial abuse among the elderly ever gets reported and even fewer make it to trial. This is the true story of one of those cases.