KupunaWiki Radio Show Episode 22-1224 | Martin Arinaga, Chinen&Arinaga Financial Group

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Martin Arinaga CFP® ChFC, Senior Vice President, from Chinen&Arinaga Financial Group, talks about the services they provide such as Cashflow Management, Retirement Planning, Education Funding, Asset Management, Tax Planning, Estate Planning, Life & Long Term Care Insurance, as well as the Top Fears in Retirement, and Understanding Pension Benefit Options.

KupunaWiki Radio Show Episode 22-1217 | Kelley Tom, Summit Financial Advisors

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Kelley Tom, President, Certified Financial Planner of Summit Financial Advisors discusses the services they provide such as Retirement Planning, Tax Strategies, Social Security Strategies, Investment Management, and Insurance Analysis.  No one strategy fits everyone, which is why every client gets their undivided attention—from planning to execution to follow-up. They take a proactive approach to helping you develop a strategy to …

KupunaWiki Radio Show Episode 22-1210 | Travis Tsukayama, Andrews Advisory Associates, LLC

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Travis Tsukayama, Certified Financial Planner and Co-owner, Director of Investment Management of Andrews Advisory Associates, LLC talks about the Investment Management, Retirement planning, tax planning, holistic financial planning services they provide as well as the three (3) things that are important in retirement planning:  1. When you have a plan in place, you are less likely to be affected by …

KupunaWiki Radio Show Episode 22-1203 | Gayvial D. James, Taxpayer Advocate Service

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Gayvial D. James, Local Taxpayer Advocate for Hawaii & Pacific US Territories from the Taxpayer Advocate Service discusses the services that their office provides as “Your Voice at the IRS” to help kupuna with their tax issues when they have exhausted the normal channels at the Internal Revenue Service and have nowhere else to turn to get assistance in resolving …

Daniel Shelverton, CSI Trust Company

CSI Trust Company Summary of Services: CSI Trust Company is a financial Institution and a charitable non-profit – a designated 501(c)(3) organization. CSI has provided daily money management, trust and fiduciary services to a growing gap group of Hawai’i’s most fragile and vulnerable residents who do not qualify for assistance with their financial affairs since 1988. Our primary purpose is …

Tekawitha Iese, Senior Community Service Employment Program

Senior Community Service Employment Program (SCSEP) Summary of Services: The Senior Community Service Employment Program (SCSEP) is a community service and work-based job training program for older Americans. Authorized by the Older Americans Act, the program provides training for low-income, unemployed seniors and provides direct access to employment assistance through the American Job Centers in the State. The Senior Community …

Stacy Azama, AARP Foundation Tax-Aide Hawaii

AARP Foundation Tax-Aide Hawaii Summary of Services: We prepare and electronically file federal and Hawaii full-year resident tax returns. Most common tax issues are within the scope of our volunteer training, such as wages, retirement income, self-employment income and expenses (with some restrictions), interest and dividend income, and capital gains. We can also handle most itemized deductions and tax credits. …

Ty Tirpak, Ameriprise Financial Services

Ameriprise Financial Services Summary of Services: Ameriprise Financial Services provides comprehensive financial advice, investment management, and insurance. 1) Our basic methodology for a Confident Retirement. a) Covering the Essentials – will you have your day to day needs covered. Create a budget. What sources of income do I have. Social Security, Pension, Retirement accounts, rental income, annuities. What are your …

KupunaWiki Radio Show Episode 22-0723 | Bernadette Kaneshiro, First Hawaiian Bank

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Bernadette Kaneshiro, Assistant Vice President and Senior Mortgage Loan Officer from the Mortgage Banking Division at First Hawaiian Bank discusses the different mortgage loan options available such as the adjustable rate mortgage (ARM), refinancing, and home equity lines of credit (HELOC), as well as what a buyer will need to do to prepare for a mortgage loan consultation.