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Everything is Coming Up Roses (Why I have rarely felt this confident investing)

Oct 04 2022

Everything is Coming Up Roses (Why I have rarely felt this confident investing)

By John H. Robinson (Sept 29, 2022) Inflation is roaring, mortgage rates are soaring, the real estate market and both the stock and bond markets stock are all tumbling - and I have rarely felt more … [Read more...] about Everything is Coming Up Roses (Why I have rarely felt this confident investing)

Written by Fee Only Planning Hawaii · Categorized: Financial Planning, Portfolio Management & Investing, Retirement Saving, Retirement Spending

Estate Planning is So Much More Than Drafting Documents

Oct 04 2022

Estate Planning is So Much More Than Drafting Documents

By John H. Robinson, September 2022 Every year, I write at least an article or two aimed at dispelling the myths that estate planning exists solely in the realm of attorneys and that the estate … [Read more...] about Estate Planning is So Much More Than Drafting Documents

Written by Fee Only Planning Hawaii · Categorized: Estate Planning

JR Featured on WIMPLE

Jul 05 2022

JR Featured on WIMPLE

J.R. featured on WIMPLE  (May 2022) Wimple (Wealth Made Simple) is a San Diego-based fintech startup that is building a nationwide matchmaking platform for consumers and financial professionals. … [Read more...] about JR Featured on WIMPLE

Written by Fee Only Planning Hawaii · Categorized: Financial Planning

3 SURPRISING INVESTMENTS TO AVOID AS INTEREST RATES RISE

Jun 28 2022

3 SURPRISING INVESTMENTS TO AVOID AS INTEREST RATES RISE

3 SURPRISING INVESTMENTS TO AVOID AS INTEREST RATES RISE By John Robinson, May 2022 Where NOT to Put Cash Now that interest rates have begun rising, some consumers are asking if it is a good … [Read more...] about 3 SURPRISING INVESTMENTS TO AVOID AS INTEREST RATES RISE

Written by Fee Only Planning Hawaii · Categorized: Financial Planning, IRAs & Retirement Accounts, Portfolio Management & Investing

How Many IRAs Do You Need?

Jun 28 2022

How Many IRAs Do You Need?

How Many IRAs Do You Need? By Laurey Shintani, June 21, 2022 Pop Quiz: What is the maximum number of traditional or Roth IRAs a taxpayer may establish? Answer:  There is no limit. While … [Read more...] about How Many IRAs Do You Need?

Written by Fee Only Planning Hawaii · Categorized: Estate Planning, Financial Planning, IRAs & Retirement Accounts, Retirement Planning

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  • Everything is Coming Up Roses (Why I have rarely felt this confident investing)
  • Estate Planning is So Much More Than Drafting Documents
  • JR Featured on WIMPLE
  • 3 SURPRISING INVESTMENTS TO AVOID AS INTEREST RATES RISE
  • How Many IRAs Do You Need?

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  • Everything is Coming Up Roses (Why I have rarely felt this confident investing)
  • Estate Planning is So Much More Than Drafting Documents
  • JR Featured on WIMPLE

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Fee Only Planning Hawaii’s SEC Form 2A and 2B Disclosures and Privacy Policy

 

 

Copyright © 2023 · Financial Planning Hawaii
Fee-Only Planning Hawaii is a business division of Financial Planning Hawaii, Inc., a state of Hawaii Registered Investment Adviser (CRD#153930). John H. Robinson is the sole owner and founder of Financial Planning Hawaii, Inc. Both John H. Robinson and Laurey L. Shintani also maintain separate broker-dealer and investment advisory relationships with J.W. Cole Financial, a FINRA member broker-dealer, and J.W. Cole Advisors, an SEC-Registered Investment Adviser. Financial Planning Hawaii and J.W.Cole Financial/Advisors are unaffiliated entities. Services provided under Financial Planning Hawaii’s fee-only planning agreement are entirely separate from the financial planning and wealth management services provided under their unaffiliated registered representative and investment adviser representative relationships with J.W. Cole. Fee-only planning clients will NOT be solicited to establish investment accounts through J.W. Cole Financial or J.W. Cole Advisors. Clients who sign Financial Planning Hawaii’s fee-only planning agreement should understand that ongoing portfolio management is NOT part of the agreement.

Both John H. Robinson and Laurey L. Shintani maintain state of Hawaii insurance producer licenses. However, while insurance risk management is included in the financial planning review process, no specific insurance products will be recommended or solicited as per the terms of the fee-only planning agreement.

All prospective clients are encouraged to review John H. Robinson’s and Laurey L. Shintani’s professional and regulatory disclosure histories on the Securities Exchange Commission Investment Adviser Public Disclosure website (SEC IAPD) at https://adviserinfo.sec.gov/