Lifework Planning Amid COVID-19

| Jun 2, 2020 | Column, June-July 2020

Even in this time of uncertainty during the COVID-19 pandemic, two simple rules dominate the future of your life’s work and options that are available today: 1) Full-time, regular 8 to 5 jobs are off the radar as the singular source for employment. Sometimes we will work for others this way, but who needs long commutes if they can be easily avoided? 2) Even in the presence of the COVID-19 pandemic, it is likely that we will live longer than any previous generation. Do you wonder how you will handle your financial, mental, emotional and physical health? This is the time to consider multiple strategies.

5 Retirement Planning Mistakes to Avoid

| Feb 2, 2019 | February - March 2019, Wisdoms

The most important goal for many of my clients is to retire on their terms – which often means planning a long, secure retirement that enables them to check off items on their ultimate bucket list. Retirement requires careful planning in addition to avoiding financial missteps along the way. Here are five common mistakes, and strategies to avoid them…

Setting Financial Goals You Can Keep

| 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.

Tension over Intention

| Sep 27, 2018 | October - November 2018, Wisdoms

It is not just families who disagree about the interpretation of legal documents. There seems to be tension among estate planning attorneys in regard to recommending that clients write down their heartfelt intentions to accompany those documents. Many lawyers believe that it is the form that is most important — that the written legal language will communicate their client’s heartfelt wishes. Others believe that, no matter how carefully written, the form alone cannot transfer intention.

Educating Adult Children About Saving

| Sep 27, 2018 | October - November 2018, Wisdoms

Many parents, in addition to planning for their own future, care deeply about helping their children find their financial footing as they enter adulthood. Having spent decades building up their nest eggs for retirement, they recognize the power of long-term financial planning and hope their children will capture the same benefits by starting to invest while they are young. Convincing someone just starting off in their careers to set aside money for retirement — which to them, may seem like light years away — can be a tough sell.

Our Care, Our Choice

| May 20, 2018 | June - July 2018, Wisdoms

Before you panic about the new “Hawai‘i Aid in Dying Law,” it’s a great law but not for the reasons you may think. Governor Ige signed the Our Care, Our Choice Act on April 5, 2018 and it will become law on January 1, 2019. The new law’s purpose is to establish a regulated process whereby a mentally competent adult resident of Hawai‘i with a terminal illness and less than six months to live may choose to end life with a prescription.