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Thursday, January 10, 2019

Cash may not be the best way for you to support causes or institutions you care about. Do you have a permanent life insurance policy that you don’t need anymore? You could cash it out and collect the money but if there are gains...

 

Tuesday, October 2, 2018

We would like to take this opportunity not only to congratulate our own Kevin Kurimoto on achieving his CFA® designation, but also to spread the word to our clients on what an accomplishment it really is. You may not know this, but...

 

Wednesday, August 1, 2018

Every year droves of people (approx. 4 million) will approach the finish line of their working career and retire from the U.S. workforce. Even more staggering, individuals age 65 years or older make up over 41 million people as noted...

 

Friday, June 22, 2018

If you are feeling overwhelmed with juggling your finances, or would like to get more organized with a financial plan, you probably could use some guidance. Many people have misconceptions about financial advisors and have unanswered...

 

Friday, February 9, 2018

Do you have a tax question or need help with tax preparation and filing? We can provide: > e-file > Same day filing services > 1040, 1040EZ, 1040x, Schedule A, C, & D > Federal & State tax return preparation Contact us to...

 

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Tuesday, January 23, 2018

Most people think all financial planners are “certified,” but that is not the case. Just about anyone can use the title “financial planner,” but only those who have fulfilled the rigorous training and...