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.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Try these activities to keep your brain sharp.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Second marriages are a trigger event to revisit any existing estate strategies.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
This worksheet can help you estimate the costs of a four-year college program.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This questionnaire will help determine your tolerance for investment risk.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your capital gains tax.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator may help you estimate how long funds may last given regular withdrawals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Why are 401(k) plans, annuities, and IRAs so popular?
Recent changes in estate tax laws could affect the strategy you have in place.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
What does your home really cost?