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Honolulu, HI 96814. Alan Nishimoto, CFP. Our Products and Services. The Fed and How It Got That Way. A quick history of the Federal Reserve and and overview of what it does. How to Retire Early. Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts. Keeping Up with the Joneses. Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead? Understanding Today’s Financial Environment. What Is a Stretch IRA? When you take ...

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Honolulu, HI 96814. Alan Nishimoto, CFP. Our Products and Services. The Fed and How It Got That Way. A quick history of the Federal Reserve and and overview of what it does. How to Retire Early. Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts. Keeping Up with the Joneses. Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead? Understanding Today’s Financial Environment. What Is a Stretch IRA? When you take ...
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Home | Alan Nishimoto, CFP® | alannishimoto.com Reviews

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Honolulu, HI 96814. Alan Nishimoto, CFP. Our Products and Services. The Fed and How It Got That Way. A quick history of the Federal Reserve and and overview of what it does. How to Retire Early. Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts. Keeping Up with the Joneses. Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead? Understanding Today’s Financial Environment. What Is a Stretch IRA? When you take ...

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Team | Alan Nishimoto, CFP®

http://www.alannishimoto.com/team

Honolulu, HI 96814. Alan Nishimoto, CFP. Our Products and Services. Alan Nishimoto entered the financial services industry 35 years ago with one goal: Helping people better understand and navigate the world of personal finance. With a vision to build his firm based on trust and respect, Alan has far exceeded that objective. No client is too big or too small. Alan has a proven track record for delivering sophisticated financial solutions and helping his clients with the advice he provides. Alan Nishimoto,...

2

Glossary | Alan Nishimoto, CFP®

http://www.alannishimoto.com/tools/glossary

Honolulu, HI 96814. Alan Nishimoto, CFP. Our Products and Services. A method of exchanging insurance-related assets without triggering a taxable event. Cash-value life insurance policies and annuity contracts are two products that may qualify for a 1035 exchange. A 403(b) plan is similar to a 401(k). A 403(b) is a qualified retirement plan available to employees of non-profit and government organizations. A mortgage with an interest rate that is adjusted periodically based on an index. Adjustable-rat...

3

Retirement | Alan Nishimoto, CFP®

http://www.alannishimoto.com/resource-center/retirement

Honolulu, HI 96814. Alan Nishimoto, CFP. Our Products and Services. Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources. Sit, Stay, Rollover: A Guide to IRA Rollovers. Raise Your Retirement Income. It's important to...

4

keeping-up-with-the-joneses

http://www.alannishimoto.com/resource-center/money/keeping-up-with-the-joneses

Honolulu, HI 96814. Alan Nishimoto, CFP. Our Products and Services. Keeping Up with the Joneses. Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead? What Our Kids Can Teach us About Saving Money. Would you guess that Millennials are effectively saving for retirement? Well, they are. Life and Death of a Twenty Dollar Bill. How long does a $20 bill last? Your Cash Flow Statement. A presentation about managing money: using it, saving it, and even getting credit.

5

Resource Center | Alan Nishimoto, CFP®

http://www.alannishimoto.com/resource-center

Honolulu, HI 96814. Alan Nishimoto, CFP. Our Products and Services. Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want. Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals. Manage personal affairs while you're alive and control the distribution of wealth upon your death. Understanding tax strategies can potentially help you better manage your overall tax situation.

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Home | Alan Nishimoto, CFP®

Honolulu, HI 96814. Alan Nishimoto, CFP. Our Products and Services. The Fed and How It Got That Way. A quick history of the Federal Reserve and and overview of what it does. How to Retire Early. Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts. Keeping Up with the Joneses. Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead? Understanding Today’s Financial Environment. What Is a Stretch IRA? When you take ...

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