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Not So Hot TIPS 

Nov 30 2024

Not So Hot TIPS 

Financial journalists love Treasury Inflation-Protected Securities.  I do not.   By J.R. Robinson, Financial Planner (November 2024)  With fears of a resurgence of … [Read more...] about Not So Hot TIPS 

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

Look Both Ways Before Converting Your 401(k) to a Roth IRA 

Nov 25 2024

Look Both Ways Before Converting Your 401(k) to a Roth IRA 

Two IRS Rules that Could Torpedo Your Tax Planning  By John H. Robinson, Financial Planner (November 2024)  You do not have to search too hard to find advice about Roth Conversions. … [Read more...] about Look Both Ways Before Converting Your 401(k) to a Roth IRA 

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

Social Security Administration New Login Requirements

Nov 25 2024

Social Security Administration New Login Requirements

Establish your Login.gov andID.me credentials before a hacker does! By John H. Robinson, Founder/Financial Planner (October 2024) The Social Security Administration (SSA) is rolling out … [Read more...] about Social Security Administration New Login Requirements

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

The Tax Cuts & Jobs Act Has a New Lease on Life. What that Means for You.

Nov 19 2024

The Tax Cuts & Jobs Act Has a New Lease on Life. What that Means for You.

It looks like the TCJA will not be sunsetting. That doesn't make Roth Conversions less appealing, only less urgent. By John H. Robinson, Financial Planner (November 2024) Readers of our content … [Read more...] about The Tax Cuts & Jobs Act Has a New Lease on Life. What that Means for You.

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

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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

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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

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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/
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