All Feeds Investments Creating and Keeping Wealth Question Answer and Discussion Online Forum by Akamai Wealth Management, LLC Hawaii Text or Call 808-464-5292

Subscribe or visit the financial advice forum.

05-18-2024 #startupsoahu Akamai Wealth Management, LLC Hawaii Text or Call 808-464-5292 For a FREE Financial Consultation free article Link Courtesy of Free Financial and Financial Risk Consultation with Akamai Wealth Management for all Hawaii Residents Whether You're Retiring or Searching for More Income Text or Call 808.464.5292

Investments Creating and Keeping Wealth Question Answer and Discussion Online Forum by Akamai Wealth Management, LLC Hawaii Text or Call 808-464-5292 For a FREE Consultation. "Gaining and maintaining wealth is for everyone.", Daniel J. Turner

05-18-2024 #startupsoahu ATTENTION, SF Homeowners on Oahu!!! The END of Budget-busting electric bills!!! free article Link Courtesy of Free Financial and Financial Risk Consultation with Akamai Wealth Management for all Hawaii Residents Whether You're Retiring or Searching for More Income Text or Call 808.464.5292

HIGH Electric bills killing your budget? (If $1,200-1,800/mo high electric bills aren't a severe bother for you? Drive an electric car? WOW. I'm happy for you). For the rest of us, It's a BIG PROBLEM.

If you're paying more than $500/mo (most of...

05-18-2024 #startupsoahu ADHD - The Gift and Superpower of ADHD and How to Use It Not Manage It - Use It! free article Link Courtesy of Free Financial and Financial Risk Consultation with Akamai Wealth Management for all Hawaii Residents Whether You're Retiring or Searching for More Income Text or Call 808.464.5292

ADHD - The Gift and Superpower of ADHD and How to Use It Not Manage It - Use It! by In-Home Tutor Covering Honolulu Hawaii and All of Oahu J. Richard Kirkham B.Sc. Text 808.224.1870
Why does this dual-certified teacher and in-home tutor in Honolulu...

05-18-2024 #startupsoahu Affordable Private In Home Tutoring Honolulu Hawaii Covering all of Oahu free article Link Courtesy of Free Financial and Financial Risk Consultation with Akamai Wealth Management for all Hawaii Residents Whether You're Retiring or Searching for More Income Text or Call 808.464.5292

Affordable Private In Home Tutoring Honolulu Hawaii Covering all of Oahu and Remotely for The Entire U.S.A. Text or Call 808.224.1870 Behavior Problems Poor Grades Self-Defense Computers, Cell Phones and Troubleshooting and Repair, Mainland U.S.A....

05-18-2024 #startupsoahu Commercial Business Loans Click Here for More Information free article Link Courtesy of Free Financial and Financial Risk Consultation with Akamai Wealth Management for all Hawaii Residents Whether You're Retiring or Searching for More Income Text or Call 808.464.5292

I can do a commercial loan for your business! Contact me today, and with our Commercial Division, we can help find the best financing option. NOW available for Hawaii, HI, California, Oregon, Illinois,

05-18-2024 #startupsoahu Just One of my GREAT Debt Management Tools for Retirement Income Planning Strate free article Link Courtesy of Free Financial and Financial Risk Consultation with Akamai Wealth Management for all Hawaii Residents Whether You're Retiring or Searching for More Income Text or Call 808.464.5292

genevafi.com/is-a-homeselect-loan-right-for-you/

Call NOW and learn more about how YOU can benefit from access to your home equity to build your net...

05-18-2024 #startupsoahu Offset Mortgages in Financial Planning free article Link Courtesy of Free Financial and Financial Risk Consultation with Akamai Wealth Management for all Hawaii Residents Whether You're Retiring or Searching for More Income Text or Call 808.464.5292

Dear Reader; I've been involved with financial services since 1981; 32 yrs in Life, health, and annuities, 2 yrs Series 6 (Mutual funds); 14 yrs Series 7 (General Securities Registered Rep) and 11+ years in mortgage lending. I'm becoming more convinced...

05-18-2024 #startupsoahu 12 Must Reads for Real Estate Investors (Oct. 6, 2023) free article Link Courtesy of Free Financial and Financial Risk Consultation with Akamai Wealth Management for all Hawaii Residents Whether You're Retiring or Searching for More Income Text or Call 808.464.5292

[img width=770 height=400 title=12-mustreads-life-sciences.jpg alt=12-mustreads-life-sciences.jpg]https://www.wealthmanagement.com/sites/wealthmanagement.com/files/styles/article_featured_retina/public/...

05-18-2024 #startupsoahu Tips for Handling IRS Estate/Gift Tax Audits Pub 9/27/23 Wealthmanagement.com free article Link Courtesy of Free Financial and Financial Risk Consultation with Akamai Wealth Management for all Hawaii Residents Whether You're Retiring or Searching for More Income Text or Call 808.464.5292

[img width=770 height=400 title=irs-building-new-sign.jpg alt=irs-building-new-sign.jpg]https://www.wealthmanagement.com/sites/wealthmanagement.com/files/styles/article_featured_retina/public/irs-buildi...

05-18-2024 #startupsoahu Bank of America study on Philanthropic/Charitable Giving free article Link Courtesy of Free Financial and Financial Risk Consultation with Akamai Wealth Management for all Hawaii Residents Whether You're Retiring or Searching for More Income Text or Call 808.464.5292

Giving with purpose

How affluent households contributed in 2022

Affluent households make up a large proportion of all charitable giving in the United States; understanding the priorities and motivations that underlie and shape affluent philanthropic...

05-18-2024 #startupsoahu The FDIC is in TROUBLE. free article Link Courtesy of Free Financial and Financial Risk Consultation with Akamai Wealth Management for all Hawaii Residents Whether You're Retiring or Searching for More Income Text or Call 808.464.5292

Bank Stocks Can’t Catch a Break With Rates Staying Elevated
by Bloomberg News
September 27, 2023

There may not be respite in sight for beaten-down bank stocks as attention shifts to 2024 and a prolonged period of elevated rates, according to analysts....

05-18-2024 #startupsoahu May be Coming To an IRS Estate Audit Near You... free article Link Courtesy of Free Financial and Financial Risk Consultation with Akamai Wealth Management for all Hawaii Residents Whether You're Retiring or Searching for More Income Text or Call 808.464.5292

A Sneak Peek at the Potential 2024 Estate and Gift Tax Rates
...

05-18-2024 #startupsoahu Safe Money free article Link Courtesy of Free Financial and Financial Risk Consultation with Akamai Wealth Management for all Hawaii Residents Whether You're Retiring or Searching for More Income Text or Call 808.464.5292

“SAFE MONEY”
By Dan Turner, Principal Advisor Akamai Wealth Management, LLC Copyright 2023 All rights reserved

As the registered Investment Advisor Representative (IAR) for Akamai, my focus is to help people who would rather live...

05-18-2024 #startupsoahu What's Your Investment Theory? free article Link Courtesy of Free Financial and Financial Risk Consultation with Akamai Wealth Management for all Hawaii Residents Whether You're Retiring or Searching for More Income Text or Call 808.464.5292

Aloha!~We've not met, but I'm an Investment Advisor Representative and principal advisor for "Akamai Wealth Management, LLC" here in downtown Honolulu. My job is managing your investment/wealth (or, I can help you create it). Whether you don't have...

05-18-2024 #startupsoahu Escaping the sect 1031 trap... free article Link Courtesy of Free Financial and Financial Risk Consultation with Akamai Wealth Management for all Hawaii Residents Whether You're Retiring or Searching for More Income Text or Call 808.464.5292


Essentially, the IRC 1031 is the same as an "IRA for Real Estate".

The diffference is that because you don't deduct the value of the homes in your...

05-18-2024 #startupsoahu Do YOU Own Any Financial Planning Tools? free article Link Courtesy of Free Financial and Financial Risk Consultation with Akamai Wealth Management for all Hawaii Residents Whether You're Retiring or Searching for More Income Text or Call 808.464.5292

The FED raised the discount rate today by yet ANOTHER 200% over the original base now at 4.50%. Add 2 percentage points (200 bps) and you now have 6.5% mortgage rates. Remember the 2.8% rate of a mere 2 yrs ago? You were holding out for 1.9% that...

05-18-2024 #startupsoahu Your Relative/Spouse just passed on, and you’ve recently inherited their IRA free article Link Courtesy of Free Financial and Financial Risk Consultation with Akamai Wealth Management for all Hawaii Residents Whether You're Retiring or Searching for More Income Text or Call 808.464.5292


The inherited IRA is perhaps one of the most complicated and financially dangerous circumstances in Retirement planning today, and may (inadvertently) involve navigating through estate planning, tax planning, and retirement/financial planning...

05-18-2024 #startupsoahu Wills v Trusts free article Link Courtesy of Free Financial and Financial Risk Consultation with Akamai Wealth Management for all Hawaii Residents Whether You're Retiring or Searching for More Income Text or Call 808.464.5292


A recent survey conducted by “Caring.com” indicates that 68% of Americans do not have a will (candidly, I thought it was much higher than that!)

While it’s unclear if the 68% have made other arrangements (e.g. transfer on death, Joint-tenancy...

05-18-2024 #startupsoahu Things to Consider From a Strategic Point of View if You’re Getting Divorced free article Link Courtesy of Free Financial and Financial Risk Consultation with Akamai Wealth Management for all Hawaii Residents Whether You're Retiring or Searching for More Income Text or Call 808.464.5292


Choosing an Attorney
When I went through my divorce, I shopped for an attorney to be ONE THING: I wanted a SOB. A good friend advised me with great wisdom. Most people make the mistake of getting a mellow or “nice guy” attorney to represent...

05-18-2024 #startupsoahu Re: Estate planning vs legacy planning free article Link Courtesy of Free Financial and Financial Risk Consultation with Akamai Wealth Management for all Hawaii Residents Whether You're Retiring or Searching for More Income Text or Call 808.464.5292

Thanks for asking, Rick! It seems like they're similar (and to some degrees) they can overlap.

You see that estate planning tries to coordinate one's personal and business wealth/assets into a dependable organized plan to protect the estate from...

05-18-2024 #startupsoahu Estate planning vs legacy planning free article Link Courtesy of Free Financial and Financial Risk Consultation with Akamai Wealth Management for all Hawaii Residents Whether You're Retiring or Searching for More Income Text or Call 808.464.5292

Mr. Turner or someone,

What's the difference between estate planning and legacy planning?
Rick

05-18-2024 #startupsoahu Things to Consider From a Strategic Point of View if You’re Getting Divorced free article Link Courtesy of Free Financial and Financial Risk Consultation with Akamai Wealth Management for all Hawaii Residents Whether You're Retiring or Searching for More Income Text or Call 808.464.5292

Choosing an Attorney
When I went through my divorce, I shopped for ONE THING: I wanted a SOB. A good friend advised me with great wisdom. Most people make the mistake of getting a mellow or “nice guy” attorney to represent them. This is a fatal flaw,...

05-18-2024 #startupsoahu Unique Planning Cases free article Link Courtesy of Free Financial and Financial Risk Consultation with Akamai Wealth Management for all Hawaii Residents Whether You're Retiring or Searching for More Income Text or Call 808.464.5292

My Client is 70 and I established a reverse mortgage for her over a year ago to resolve a significant estate problem caused by an overly-zealous and aggressive nephew. After the reverse funded and the home was then funded into her new Trust, her...

05-18-2024 #startupsoahu Click here for directions on joining this free online investment forum free article Link Courtesy of Free Financial and Financial Risk Consultation with Akamai Wealth Management for all Hawaii Residents Whether You're Retiring or Searching for More Income Text or Call 808.464.5292

Register using your best email. https://financialfreedomhawaii.com/index.php?action=register

You'll receive an email.

Click the link inside the email to activate your free...