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Estate Planning

How Many IRAs Do You Need?

Jun 28 2022

How Many IRAs Do You Need?

By Laurey Shintani, June 21, 2022 How Many IRAs Do You Need? 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 Laurey Shintani, FPQP® · Categorized: Estate Planning, Financial Planning, IRAs and Qualified Retirement Plans

Old Stock Certificates Can Cause Major Headaches

Mar 03 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 Laurey Shintani, FPQP® · Categorized: Estate Planning

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

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?
  • Chrome Extension and $50 Promo Code for Password Guru
  • Rise of the Paraplanner

Blog Topics

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

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Laurey@fphawaii.com

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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.