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1003 Bishop Street, Suite 2700 
Honolulu, Hawaii 96813 
(808) 945-7775

Our Mission When Do You Need a Will? A Personal Touch Exit Strategies of the Rich and Famous Charitable Giving: Smart from the Heart

Understanding Today’s Financial Environment

Welcome to Kawabe & Associates, LLC.  We appreciate your time to view our website and trust you will find a wealth of information here.

You may be facing unique challenges as you prepare for or are currently living in your retirement years. We can help take the mystery out of preparing for today and tomorrow.  Whether your goal(s) are related to retirement, estate conservation strategy, or business exit strategy, our team of experienced financial professionals offer personalized service focused on your desires based on your financial goals and objectives.

With more than two decades of experience in Wealth Management, we can help to address your overall future needs. Please call (808) 945-7775 to schedule your free initial consultation.

Helpful Content

Retirement Income and the Traditional Portfolio

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Where Is the Market Headed?

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Jane Bond: Scaling the Ladder

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.


Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

How Stocks Work

Understanding how a stock works is key to understanding your investments.

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Rightsizing for Retirement

What does your home really cost?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

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