Tag: Michael W. K. Yee

  • 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…

  • 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…

  • 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

  • Medicare Facts You Need to Know

    Medicare Facts You Need to Know by Michael W. K. Yee, Financial Advisor and Certified Financial Planner from the August-September 2016 issue of Generations Magazine, Hawai‘i’s Resource for Life

  • Paying Yourself in Retirement

    Paying Yourself in Retirement by Michael W. K. Yee, Financial Advisor and Certified Financial Planner from the June-May 2016 issue of Generations Magazine, Hawai‘i’s Resource for Life

  • Help Your Employees with Retirement

    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 helps you compete for and retain talented people. As an employer, you…

  • Secure the Next Chapter of Your Life

    One challenge to living a good life is learning how to balance the realities of today with what lies ahead — to live in the present while you wisely plan for the future. Since change is always around the corner, you owe it to your future self to consider what you’d like the next chapter…

  • Take a Day to Organize Your Finances

    If you’re like most people, you periodically set aside time to clean out your home, garage or closets. It’s equally important to organize your finances. This checklist can help you get started: Cancel unused credit cards: Don’t throw away money on annual fees for credit cards you don’t use. First, cash in any rewards points…

  • What’s the Right Life Insurance?

    For most people, it isn’t a question of whether to own life insurance, but what kind of coverage is most appropriate for their circumstances. There is no “one-size-fits-all” policy. You need to determine what works best for you. Choosing life insurance involves finding the right balance between the cost of insurance and the most appropriate…

  • To Buy or Not to Buy a Vacation Home?

    You finally feel ready to make that dream purchase. Before you put an offer in for a getaway on a neighbor island or a city lights apartment, consider the realities of owning a second property. Can you afford it? Owning a second home entails additional expenses such as: Furniture or other household items Air fare…