Understanding Today’s Financial Environment
Welcome, I’m Alan Nishimoto, a financial professional in Honolulu, Hawaii. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (808) 585-0288.
Helpful Content
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Understanding Qualified Charitable Distributions
Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
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How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
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Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.