• Skip to main content
  • Skip to primary sidebar
  • Skip to footer

(808) 772-3942 | Laurey@fphawaii.com | Let’s Zoom

  • Home
  • Process
  • About

  • FAQ
  • Pricing
  • Blog
  • eMoney
    Login

Financial Planning

blog

Financial 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

Rise of the Paraplanner

Mar 08 2022

Rise of the Paraplanner

By Laurey Shintani I’m so delighted to have Advisor Perspectives, a leading publisher for financial advisors and professionals, publish my first article as I talk about the rising need of a para … [Read more...] about Rise of the Paraplanner

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

Why Fee-Only Financial Planning?

Jan 18 2022

Why Fee-Only Financial Planning?

This video explains how the fee-only financial planner compensation model enables the planner to be entirely objective in his/her/their recommendations. … [Read more...] about Why Fee-Only Financial Planning?

Written by Laurey Shintani, FPQP® · Categorized: Financial Planning, Video

Primary Sidebar

Recent Posts

  • How Many IRAs Do You Need?
  • Chrome Extension and $50 Promo Code for Password Guru
  • Rise of the Paraplanner
  • Old Stock Certificates Can Cause Major Headaches
  • Why Fee-Only Financial Planning?

Blog Topics

  • Estate Planning (3)
  • Financial Planning (3)
  • Insurance & Annuities (1)
  • IRAs and Qualified Retirement Plans (1)
  • Social Security (1)
  • Uncategorized (1)
  • Video (1)

Footer

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

Contact

(808) 772-3942

Laurey@fphawaii.com

Send Me an Email

Let’s Zoom

  • Facebook
  • LinkedIn

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.