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.
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Ascertaining the value of your business is important for a variety of reasons.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Don’t overlook the need for renter’s insurance if you rent your home.
Here are 4 great, and sometimes unexpected, places to raise a family.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your capital gains tax.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
When you retire, how will you treat your next chapter?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
The market is as unpredictable as the weather. We’d love to help you prepare.
Learn about cyber liability insurance in this entertaining video.