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?
Financial Planning
Rise of the Paraplanner
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 … [Read more...] about Rise of the Paraplanner
Why Fee-Only Financial Planning?
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?