Fee Only Planning Hawaii https://validator.w3.org/feed/docs/rss2.html Font Blog Home Schedule a Meeting Pricing Feathers are Ruffled and Fur is Flying in Financial Planning’s Research Community! Stop the Nonsense – The Evidence in Favor of Index Fund Investing is Overwhelming. HYSA vs. Brokerage Account: Which is Better for You? I Have Seen the Future and It is Us! (Meet My Avatar) Stocking Stuffers: 5 Quirky Tax Tips & Tricks to Keep in Mind Why the 4% Retirement Spending Rule Needs to Be Retired Out with the Old, In with the New: Tax return prep ideas and new rules for 2026 FAQ Hawaii’s Weak Liability Protection Laws and the Benefits of Tenancy by the Entirety and Liability Insurance To Fee or Not to Fee. What’s the Difference Between Fee-Based and Fee-only Financial Planning? How Should Consumers Pay for Financial Advice? 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 Turning Stock Market Lemons into Lemonade: The Strategic Advantage of Roth Conversions in a Downturn Understanding the Net Investment Income Tax (NIIT) and How to Avoid It in Taxable Accounts Why I Always Say “Friends Should Not Let Friends Buy Bond Funds” Challenging the Merits of Tax Loss Harvesting Caution: Renting Part of Your Home May Jeopardize Your Capital Gains Tax Exclusion The Social Security Fairness Act: $Welcome News for Millions of Public Workers!$  My Acquired Podcast Top 5 “Must-Listen” List  Does Automated Periodic Portfolio Rebalancing Add Value? Four Handy Financial Planning Guides  Not So Hot TIPS  What Makes Our Retirement Simulator Software Better Than Traditional Monte Carlo Applications Time Is Running Out: Year-End Planning To-Dos What You Need to Know for 2025: New Tax Rules and Cheat Sheets Bitcoin Curious? Legacy – Where to Turn If There Is No One Qualified to Serve as Your Successor Track Your Saving and Spending With eMoney’s Budgeting Software 529 Rollovers: Think Twice Before Getting Your Advice from TikTok The Tax Cuts & Jobs Act Has a New Lease on Life. What that Means for You. Look Both Ways Before Converting Your 401(k) to a Roth IRA  Old Stock Certificates Can Cause Major Headaches Do I really need a financial planner? Fee-Only Consulting on Long Term Care Insurance: What if the company that issued my policy fails? Don’t Make this Mistake with Non-Deductible IRA Contributions 3 PLACES TO PARK CASH AND 3 SURPRISING INVESTMENTS TO AVOID AS INTEREST RATES RISE How Many IRAs Do You Need? 3 SURPRISING INVESTMENTS TO AVOID AS INTEREST RATES RISE JR Featured on WIMPLE Estate Planning is So Much More Than Drafting Documents Everything is Coming Up Roses (Why I have rarely felt this confident investing) Social Security Administration New Login Requirements SVB’s Failure Highlights Bankings’ Dirty Secret in Corporate Cash Management – Quid Pro Quo Lending and Vast Uninsured Deposits 8 Best Utility Stocks for Rising Dividends About