Edward Motosue, Co-Principal and Vice President of Financial Benefits Insurance Inc. | Jan 28, 2019 | Column, February - March 2019
Seniors not only have to exercise and stay physically and mentally fit; they also need to make their money last longer. Social Security, regular investments (stocks, mutual funds) and retirement plans (401k, IRA) now have to account for an extended life span.
Jeffrey B. Sisemoore, JD, National Kidney Foundation of Hawaii | Apr 1, 2016 | April - May 2016, Articles, Wisdoms
If you are like many people, you are looking for a way to create funds and security for your future. If you own low-interest CDs or underperforming stocks, one idea is to transfer these assets to a qualified nonprofit organization in exchange for a charitable gift...
Michael W. K. Yee, Financial Advisor and Certified Financial Planner | Feb 1, 2016 | Articles, February - March 2016, Wisdoms
As a small-business owner, one of the greatest benefits you can provide to your employees is a retirement plan that helps them save for their financial future. Your contributions to a retirement plan are a deductible business expense, and a strong compensation package...
Scott A. Makuakane, Counselor at Law, Est8Planning Counsel LLLC | Apr 1, 2013 | April - May 2013, Articles, Wisdoms
Charitable giving can be complicated, especially when it moves beyond cash or writing a check. A recent Forbes article provides some advice you may not have considered. The article is titled “Five Ways To Be Charitable Even If You Aren’t Bill Gates.” Take heart in...
Tamilyn Masuda, Health Consultant | Dec 1, 2012 | Articles, December - January 2012, Wisdoms
Our tax system for the most part remains firmly based upon the calendar year. At year-end, it’s time to take a snapshot of your income, deductions and credits. Based on that data, your tax liability for the year can be computed. If year-end strategies are implemented...
Scott A. Makuakane, Counselor at Law, Est8Planning Counsel LLLC | Feb 1, 2012 | Articles, February - March 2012, Wisdoms
This year, many of us will be focusing on two things - the shrinking federal estate and gift tax “coupon” and the radical jump in transfer tax rates. The “coupon” is the amount that the Internal Revenue Code allows you to give away without having to pay gift taxes...
Jeffrey B. Sisemoore, JD, National Kidney Foundation of Hawaii | Dec 1, 2011 | Articles, December - January 2012, Wisdoms
For many people end-of-year tax planning is a regular part of their lives. Given the com-plications that our tax system can engender, it is no wonder that taxes often impact personal goals and desires, especially during the holiday season when families are focused on...