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Catch of the Day Blog

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Catch of the Day Blog

Jan 02 2022

Two examples of misguided advice on group annuity contracts

Catch #1 – The Customer Service Phone Rep is Not a Substitute for a Good Financial Planner During a recent information gathering call, the client, a 72 year-old widow and former school teacher, … [Read more...] about Two examples of misguided advice on group annuity contracts

Written by Laurey Shintani, FPQP® · Categorized: Insurance & Annuities

Jan 02 2022

It pays to know the Social Security Claiming Rules

Social Security is a “honey hole” for financial planners. Knowing the claiming rules can be a wonderful way to provide tangible value over and above portfolio management. As part of my information … [Read more...] about It pays to know the Social Security Claiming Rules

Written by Laurey Shintani, FPQP® · Categorized: Social Security

Jan 02 2022

Beneficiary Designations – Low hanging fruit in the financial planning “treasure hunt.”

Errors in beneficiary designations are among the most common and potentially costly planning mistakes I catch. As part of the information gathering process, I routinely ask clients to provide copies … [Read more...] about Beneficiary Designations – Low hanging fruit in the financial planning “treasure hunt.”

Written by Laurey Shintani, FPQP® · Categorized: Estate Planning

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Recent Posts

  • How Many IRAs Do You Need?
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Blog Topics

  • Estate Planning
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  • Insurance & Annuities
  • IRAs and Qualified Retirement Plans
  • Social Security
  • Uncategorized
  • Video

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Copyright © 2023 · Paraplanning Hawaii
Financial planners and investment advisers who hire Laurey should be aware that they bear 100% of the responsibility for vetting and implementing the findings and suggestions made as a result of the paraplanning services provided. Although some of the information gathered and findings/suggestions made may raise awareness of potential tax or legal issues or opportunities, nothing in the services provided constitutes specific tax or legal guidance, and the hiring financial planner/investment adviser is advised to consult with the appropriate tax or legal professionals before making specific recommendations to his/her/their clients.

Paraplanning Hawaii is a business division of Financial Planning Hawaii, a state of Hawaii Registered Investment Adviser (CRD#153930). Financial Planning Hawaii also provides separate fee-only planning services to consumers across the United States. Laurey Shintani is an employee of Financial Planning Hawaii. She and Financial Planning Hawaii Owner/Co-founder John H. Robinson 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 the paraplanning agreement with Laurey are entirely separate from the direct-to-consumer planning and wealth management guidance provided under Financial Planning Hawaii's fee-only planning business model and the unaffiliated registered representative and investment advisor representative relationships she maintains with J.W. Cole.