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Financial Planning Hawaii
57 followers -
Comprehensive, objective, personal investment and financial planning guidance.
Comprehensive, objective, personal investment and financial planning guidance.

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Q: My sister has passed. She told our children she has a trust and my middle son is the executor. He does not have a copy of the trust to execute it. Where can he go to get one?

Read JR's answer on NerdWallet: http://ow.ly/FH7J5
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People often spend more time planning a 2 week vacation than they do planning for the 30 years that they may spend retired. Why is that?

Watch the interview with J.R. Robinson: http://ow.ly/BO0cU
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Have you ever thought of converting a portion of your IRA to a Roth IRA?

Listen as JR explains how collaborative planning can help: http://ow.ly/Hgshn
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Is your ex still named on your primary beneficiary account? The failure to make proper beneficiary designations and keep them updated over time is one of the most common mistakes we see.

Watch the interview with J.R. Robinson: http://ow.ly/GEbwk
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Q: What's the best type of savings account to use for the future college education of my 1 year old granddaughter?

Read JR's answer on NerdWallet: http://bit.ly/1yWnXMA
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Q: I am interested in getting more information about school loan debt forgiveness. I was told that after x amount of time working in the world of non-profits, y amount of the debt will be forgiven. Does this exist? How does this work?

Read JR's answer on NerdWallet: http://bit.ly/1rUmwrM
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"Consumers are confused and misled by the many titles of financial
service providers," and are "harmed by the lack of regulation of those
who hold themselves out as financial planners."

Before casting stones, the FPC would do well to look inward. Read JR's article in Advisor Perspectives... http://ow.ly/F7272
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We agree that rebalancing is over-hyped. What are your thoughts? http://ow.ly/GD3A4
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