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.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Here are five facts about Social Security that are important to keep in mind.
Second marriages are a trigger event to revisit any existing estate strategies.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
This calculator will help determine whether you should invest funds or pay down debt.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help determine whether it makes sense to refinance your mortgage.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help you estimate how much you should be saving for college.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
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.
Doing your research is key before buying a vacation home.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
The decision whether to buy or rent a home may have long-term implications.
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.