All financial planners are not created equal. At Kajiwara Wealth Advisors, we have the advantage of two perspectives – as a CPA/PFS and a CFP. A Personal Financial Specialist (PFS) is more than a financial planner – they are a CPA with the combination of tax experience and comprehensive knowledge of financial planning. CPAs have long been considered the standard for financial knowledge, objectivity, and integrity.
As a Certified Financial Planner, or CFP®, this background, along with over 33 years of experience, provides you the expertise in all areas of personal financial planning – including estate, retirement, investments, and insurance.
Knowledge With an Advantage. KWA.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Determine your potential long-term care needs and how long your current assets might last.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
There are benefits and limitations when you decide to donate stock.
Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
It's important to understand how inflation is reported and how it can affect investments.
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn about cyber liability insurance in this entertaining video.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
When you retire, how will you treat your next chapter?
Doing your research is key before buying a vacation home.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?