• Skip to main content
  • Skip to primary sidebar
  • Skip to footer

(808) 450-3615 | info@fphawaii.com | Appointment

  • Home
  • About
  • Pricing

Fee Only Planning Hawaii

  • Videos
    • Why do you describe financial planning as a treasure hunt?
    • How Often Do You Find Critical Issues that Affect Peoples’s Financial Future?
    • Is Financial Planning Just About Investing?
    • What kind of surpises can your find in an employee benefits handbook?
    • What is the role of a financial planner in tax and estate planning?
    • What Else Sets You Apart from Other Financial Advisors?
    • What inspired you to join Financial Planning Hawaii?
    • Why Laurey prefers the fee-only model over asset-based fees
    • Why Fee-Only Planning?
  • FAQ
  • Blog
  • Client
    Portal
    • eMoney
    • Password Guru

Estate Planning

FEE-ONLY PLANNING BLOG

Estate Planning

Legacy – Where to Turn If There Is No One Qualified to Serve as Your Successor

Dec 04 2024

Legacy – Where to Turn If There Is No One Qualified to Serve as Your Successor

J.R. explains why he is not a fan of trust companies and urges people to consider independent third-party trustees. Estate planning and elder law attorneys often encourage people to list a corporate … [Read more...] about Legacy – Where to Turn If There Is No One Qualified to Serve as Your Successor

Written by J.R. Robinson, Financial Planner · Categorized: Estate Planning

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 J.R. Robinson, Financial Planner · Categorized: Estate Planning

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 J.R. Robinson, Financial Planner · Categorized: Estate Planning, Financial Planning, IRAs & Retirement Accounts, Retirement Planning

Old Stock Certificates Can Cause Major Headaches

Mar 02 2022

Old Stock Certificates Can Cause Major Headaches

By Laurey Shintani, March 1, 2022 Before the digital age, it was customary, even fashionable, for investors to take physical delivery of the shares of stock they purchased from their stockbrokers.  … [Read more...] about Old Stock Certificates Can Cause Major Headaches

Written by J.R. Robinson, Financial Planner · Categorized: Estate Planning

Primary Sidebar

Recent Posts

  • Does Automated Periodic Portfolio Rebalancing Add Value?
  • Hawaii’s Weak Liability Protection Laws and the Benefits of Tenancy by the Entirety and Liability Insurance
  • Scenarios in which it may make sense to shift self-employment income from one spouse to another to optimize social security benefits and/or avoid social security tax
  • Caution: Renting Part of Your Home May Jeopardize Your Capital Gains Tax Exclusion
  • Challenging the Merits of Tax Loss Harvesting

Categories

  • Budgeting (3)
  • Estate Planning (4)
  • Financial Planning (24)
  • Fintech (3)
  • In the News (6)
  • Insurance & Annuities (3)
  • IRAs & Retirement Accounts (6)
  • Long Term Care Insurance (1)
  • PERSONAL FINANCE (3)
  • Portfolio Management & Investing (12)
  • Retirement Planning (7)
  • Retirement Saving (4)
  • Retirement Spending (6)
  • Social Security (3)
  • Tax Planning (7)
  • Uncategorized (4)
  • Video (2)

Footer

Recent Posts

  • Does Automated Periodic Portfolio Rebalancing Add Value?
  • Hawaii’s Weak Liability Protection Laws and the Benefits of Tenancy by the Entirety and Liability Insurance
  • Scenarios in which it may make sense to shift self-employment income from one spouse to another to optimize social security benefits and/or avoid social security tax

Find Out Now . . .

Retirement Spending

How long will my savings last?


Retirement Savings

Will I have enough?


GET OUR NEWSLETTER

Financial Planning Insights

Contact

Financial Planning Hawaii

(808) 450-3615

info@fphawaii.com

broker check financial planning hawaii
Fee Only Planning Hawaii’s SEC Form 2A and 2B Disclosures and Privacy Policy

 

 

© 2005–2025 | 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 Sue Gabor 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 Sue Gabor 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 Sue Gabor’s professional and regulatory disclosure histories on the Securities Exchange Commission Investment Adviser Public Disclosure website (SEC IAPD) at https://adviserinfo.sec.gov/
WEBSITE DESIGN