Stories that matter for all stages of life
We know you are busy handling all of life’s challenges. From amassing wealth to passing it down to your children, our main goal is to make this as simple for you as possible. On this forum, we will share true stories and life lessons that will help you achieve the American Dream.
New Baby Checklist: 7 Ways to Get Your Finances Ready
As a young parent just starting off on this journey, I’ve come to realize that not all who wander are lost. Some are just parents, in Target, hiding from their children. Raising
Has the ‘Golden State’ lost its luster?
My parents were both born on islands, surrounded by the ocean. My mother born in Japan and father born in Hawaii. My brother and I were born and raised on the island of Oahu.
My Superman and His Pension Plan
By Josh Garland, ChFC, Financial Advisor Every little boy growing up has a hero they look up to and want to emulate, whether it is a comic book character like Superman or a real-life figure
The Three Chapters of Retirement
By Landon Yoshida, AIF, CRPC, Vice President Wealth Management and Principal, and Laura DeVore, Financial Advisor — The first discussions we have with our clients often center around their plans for retirement. In these conversations, we
Giving Can Make You Happier, All Year Long
By Landon Yoshida, CRPC®, Vice President, Wealth Management and Principal; and Laura DeVore, Financial Advisor "Have you ever met an unhappy generous person?" This question was presented to us years ago on a coffee mug.