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Financial Planning

Financial planning captures a broad range of topics that impact your financial wellbeing. These topics address anything that has a dollar sign in front of it that is not investing related.

4 06, 2019

Which is Better: Renting or Buying Your Home?

By |2020-04-27T17:18:57+00:00June 4th, 2019|Financial Planning, Investing, Real Estate Investing|Comments Off on Which is Better: Renting or Buying Your Home?

In my last post, I gave my two cents on the old investing debate of whether real estate or the stock market is the better investment. I concluded that real estate (particularly residential housing) is roughly just as risky as stocks are, earns somewhat lower returns than stocks do (at [...]

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7 05, 2019

Staying in the Game – Lessons From the Australian Team at SailGP in SF

By |2020-05-21T21:39:05+00:00May 7th, 2019|Financial Planning, Investing|Comments Off on Staying in the Game – Lessons From the Australian Team at SailGP in SF

AUS Leading JPN to the first mark with Alcatraz in the background. Shot with my IPhone Last weekend the San Francisco bay played host to an amazing sailboat racing event called SailGP. Sail Grand Prix (SailGP) is a racing event combining the very cutting edge of sailing and technology. Founders [...]

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30 10, 2018

The Essential Estate Planning Checklist

By |2020-04-27T17:18:57+00:00October 30th, 2018|Estate Planning, Financial Planning|Comments Off on The Essential Estate Planning Checklist

This is an updated reprint of a post I created in early 2016. It is designed to help people easily understand what is in a proper estate plan, what each part does and how to prepare to create or update an estate plan. It is important to keep in mind [...]

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26 06, 2018

When Will Social Security Go Bust?

By |2020-04-27T17:18:58+00:00June 26th, 2018|Financial Planning, Real Estate Investing|Comments Off on When Will Social Security Go Bust?

Earlier this month, the Social Security Administration released its annual Trustees Reports on the financial condition of the program. This year's report contained some hugely important news that came as a shock to absolutely nobody who pays any attention to this stuff: Social Security is running out of money. Specifically, [...]

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14 05, 2018

Big Island and Changes in the 2018 Tax Law

By |2020-04-27T17:18:58+00:00May 14th, 2018|Financial Planning, Tax Management|Comments Off on Big Island and Changes in the 2018 Tax Law

I love the Big Island of Hawaii and am truly saddened to see the devastation wrought by the recent eruption of the Kilauea volcano. The very same volcanic force of nature that created one of the most beautiful paradise Islands on Earth is currently wreaking havoc on the Southeast Puna [...]

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