KupunaWiki Radio | Episode 52 Susan von Herrmann “Perkins Coie LLP”

KupunaWiki Team Estate Planning , Finance , Radio Shows Leave a Comment

Susan von Herrmann – Perkins Coie LLP Tune in to the KupunaWiki Radio Show as we chat with Susan von Herrmann, a partner at Perkins Coie LLP.  Having served clients from Hawaii to California to Asia, Susan helps families with a wide variety of backgrounds and goals.  Her international experience helps her to personalize her clients’ estate planning based on …

KupunaWiki Radio | Episode 50 Nick Abbott “Edward Jones”

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Nick Abbott – Edward Jones Financial Advisor Join us on the KupunaWiki Radio Show as we chat with Nick Abbott, a financial advisor at Edward Jones. Drawing from over ten years of experience, Nick shares how he entered the industry and how he helps kupuna and their families organize their finances and reach their goals.

“Coordinating Care for Your Loved One” – FREE Seminar on 3-17-18

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FREE Seminar on 3-17-18 with Gary Powell of the Caregiver Foundation Join us for a free educational seminar on March 17, 2018 from 10 am – 11 am at The Plaza at Waikiki.  Hear from Gary Powell, Executive Director of the Caregiver Foundation. Powell will share tips on organization, money management, and coordinating care. Reserve your seat today and invite …

HECM for Purchase (H4P) Loan

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HECM for Purchase (H4P) Loan Ready to learn more about how an H4P can help you buy the new home of your dreams? Would you like to move to a house with modern amenities? Maybe you’d like to move closer to your children and grandchildren. Is your home too large now that the nest is empty? Whatever the reason, you …

“A Reverse Mortgage? No–I don’t think so!”

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That’s what I said to a concerned friend who suggested I look into a reverse mortgage for my parents. She had heard that I was looking for a way to finance in-home health care services for my mom and dad. My parents suffered strokes a year apart from each other. They needed 24-hour care and were living in an adult …

Charity Giving

Charitable Giving Pays Off … for Everyone

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Americans are pretty generous — in fact, 83% of us donated money to charitable organizations last year, according to a Gallup survey. And now that we’re entering the holiday season, charitable giving well may be on your mind. Your key motivation for making charitable gifts, of course, is to help those organizations whose work is meaningful to you. However, by …


Reduce, Reuse, Recycle: A Theme for Investors?

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On April 22, we observe Earth Day. Like many people, you might participate in some activities to help the health of our planet. But you can also do some things to improve your personal investment environment. In fact, you might want to follow a key environmental theme: reduce, reuse, recycle. How can these elements be applied to investing? Here are …

Nicholas Abbott

Edward Jones Nicholas Abbott Summary of Services: At Edward Jones, it all starts with a discussion about what’s important to you. By meeting in person and on a regular basis, we can offer financial solutions that are specifically designed for you. These are just a few of the investments and services we offer to help you reach your long-term financial goals. Services: Edward …