Office of Jeffrey J. Kao, LUTCF, MBA, Principal with HIPac Financial

04/07/2025

Nobody likes uncertainty, and the markets are no exception. This year has been particularly challenging. The Global Market Strategy team at New York Life Investments has compiled actionable insights to help you navigate these volatile times.

04/03/2025

Have you filed your taxes? Taxes for 2024 are due for most of us by April 15, which falls on a Tuesday this year.

If you haven't filed your taxes yet, now might be the time to start.

11/28/2024

We are so grateful to serve the people of Hawaii!

11/27/2024

Guide to understanding home equity.

Equity is the portion of the home that you own. Knowing how to calculate home equity can help you decide how and when to access it.

11/22/2024

Trump has secured a second term. Republicans regained control of the Senate and with House control looking likely, the question for investors is what’s next? The Global Market Strategy team of New York Life Investments spotlights three key policy areas to watch. For more election resources, visit: https://bit.ly/4hXTztw

11/01/2024

Estate planning in 2025: given the uncertainty surrounding future tax legislation, now is an opportune time for high-net-worth individuals to act.

Given the uncertainty surrounding future tax legislation, now is an opportune time for high-net-worth individuals to act.

10/30/2024

Learn more about what’s currently shaping the markets. Read this quarter’s edition of The Eagle Edge here.
https://bit.ly/4hofoCi

10/02/2024

Understanding the options between buying and leasing a car can save you money.

09/27/2024

Your employer’s human resources or finance department should have provided you with a plan document that lists 401(k) vesting schedule details. Keep them in mind as you consider the impact of changing jobs.

If you leave before you’re vested in your 401(k), you may lose the employer match.

09/25/2024

A 529 plan is a state-sponsored account that offers tax-advantaged savings to cover college, trade and vocational courses and qualified K-12 expenses. Each state sets 529 plan contribution limits, which range from $235,000 to $575,000.

Each state sets 529 plan contribution limits, which range from $235,000 to $575,000.

09/20/2024

If you are the child, spouse, or domestic partner of a frontline healthcare worker who lost their life due to COVID-19, we want to support your educational goals. Cofounded by New York Life, the Brave of Heart Fund is now offering scholarships ranging from $5,000 to $25,000, with funds guaranteed to all eligible applicants. Most recipients can reapply for scholarship support each year through the 2026–27 school year. Apply by October 7, 2024, and take the next step toward your future.
If you’re a high school senior, current undergrad or grad student, or you’re looking to resume college after time off—visit the link to learn more, check eligibility details, and apply.
https://bit.ly/3TAHSi2

08/23/2024

As of June 2024, 26 states require that students take a personal finance course before graduating from high school. This proves to be a way to be better financially secure.

As of June 2024, 26 states require that students take a personal finance course before graduating from high school, according to Next Gen Personal Finance. This proves to be more financial education...