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Educational Videos

How would a disability impact you and your family?

What would happen if you got sick or hurt and couldn't work for an extended period of time? How would it impact your family's standard of living? Would your family be able to survive without a major disruption? If your answer is no, disability insurance could help replace some of your income. In this video, I'll talk about the different disability coverages available and how you and your family can be protected should you have to endure this difficult experience.


What Makes Us Different?

I'm often asked, what makes us different? The question isn't always that direct. It can come in a variety of forms, but I get some iteration of that inquiry often. In this video, I'm going to answer that question. If you have any questions, please reach out to us. We would love to talk to you. Mahalo!


Charitable Giving

Charitable giving is a great way to support the causes you care about while also getting a tax break. As we move into the new year, now's the time to make sure you're making your 2020 deductions properly and planning for your 2021 charitable giving.

Smart Money Moves for the New Year!

With the new year in full swing, it's a great time to take stock of your personal finances. Here are a few smart money moves to consider to help brighten your financial life in the new year.

Estate Planning

An estate plan is essentially a wealth transfer plan that guides the movement of your assets from your estate to your beneficiaries. Baby boomers are already in the throes of the most significant wealth transfer in history. Over the next 25 years, they are expected to leave $68 trillion in wealth to their heirs. But you don’t need to be older to need a wealth transfer plan, nor do you need a large estate. Here’s a look at the steps you should take to start your wealth transfer plan today.

The Importance of Long Term Care Planning

Long-term care coverage can fill in the gaps other health care insurance leaves behind. Long-term care insurance helps cover the cost of assistance with daily living tasks, including bathing, dressing, eating, and mobility. This type of care is not covered by Medicare, supplemental Medigap policies, or other traditional health care insurance. Planning for long-term care now can help prevent the cost from becoming a financial burden down the road.



Healthcare and Long Term Care in Retirement

For many people, navigating the maze of health insurance options—from employer-based plans to individual policies—can be overwhelming. Much of that changes at 65. Here is a breakdown of how Medicare works—and your coverage options for filling in the gaps.


Investing During an Election

Like any big news event, U.S. presidential elections can cause ripples and even waves in the stock market. Changing your investment strategy in response to the market’s short-term ups and downs can end up doing more harm than good. Here’s a look at how elections can move the market, and how to stay invested for the long term despite short-term volatility.


6 Steps To Protecting Your Wealth During Divorce

A divorce is one of the most difficult transitions you can go through. When you add uncertainty about money, that transition can get even more stressful. Here are six steps to help keep your finances intact during - and after - a divorce.


3 Kid Friendly Ways to Start Introducing Your Kids to Money

Most of you may be at home playing the role of teacher right now. We've got a question for you......Do any of these subjects include money? In this video, Elsa Segal will share with you 3 kid friendly ways to start introducing your kids to money!



Are You Ready To Retire? 6 Tasks You Need To Complete!

Are you ready to retire? In this video, Glennel Jordan and Kelley Tom, will discuss 6 tasks you will need to complete in order to confidently answer this question. If you have any questions, please reach out to us. We would love to talk to you. Mahalo!

Leaving a Lasting Legacy

Although there is a financial component to leaving a lasting legacy, it encompasses so much more than just money. It's about how people will remember you and the impact, both financial and personal, that you have on your family, friends, community, and the world. Today, Elsa Segal and Glennel Jordan will explore that topic a little further.

5 Tips for Handling Market Volatility

Does the stock market volatility make you nervous? Here we have Kelley Tom and Glennel Jordan, both Certified Financial Planners, talking about 5 ways we can handle market volatility! If you have any questions, please reach out to us. We would love to talk to you. Mahalo!


6 Ways the Secure Act Can Impact Your Retirement Plan

The Secure Act which stands for Setting Every Community Up for Retirement Enhancement became law in December. There are changes that can affect the way you make your money work for you. Kelley Tom and Glennel Jordan discuss the 6 ways the Secure Act can impact your retirement plan.


Three Common Behavioral Biases

In this video Glennel Jordan and Kelley Tom will discuss three of the most common behavioral biases and how they will impair our investment decisions.

Request Access to Previously Recorded Webinar 7/22/20: How To Have a Sustainable & Happy Retirement

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