HIPac Financial

08/28/2026

It’s an incredible honor to once again be recognized as one of the leading insurance professionals in the state by Forbes | Shook Best-in-State Financial Security Professionals. Being a 5-time recipient of this prestigious acknowledgment fills me with gratitude and pride. I remain deeply thankful to my clients and colleagues, whose trust and collaboration make this achievement possible.

Learn more about the list and the ranking methodology here https://bit.ly/4hZCrWW

08/22/2026

“Great things in business are never done by one person, they are done by a team of people.” -Steve Jobs

At HIPac, we're so lucky to get the opportunity to work with the most incredible team of people. Mahalo to everyone at HIPac and New York Life, we couldn’t do what we do without you!

08/07/2026

Happy One Year Anniversary to Lynn Anne Aquino! Mahalo for your hard work and dedication!

Lynn recently passed both her Life and Health Insurance Exams. In addition to being Kristi’s Client Service Manager, she will also be the team’s first Licensed Service Assistant.

07/31/2026

Join us in celebrating Kristi’s 20-year anniversary with New York Life! Since 2006, Kristi has been helping the people of Hawaii financially plan for the life of their dreams. With a “Global Vision, Local Touch”, Kristi’s all-encompassing yet personalized approach guarantees that her clients always feel supported. Congratulations Kristi on this monumental accomplishment!

07/20/2026

HIPac Financial is proud to celebrate Jeff’s 20-year anniversary with New York Life! For 20 years, Jeff has proudly ensured that Hawaii residents are empowered with the knowledge and resources required to move towards whatever their life goals may be. Congratulations Jeff on this huge milestone!

07/10/2026

HIPac is growing! As we celebrate HIPac’s 5th anniversary, we’d like to introduce you to our newest associates, Austin Mau, Robert Hsu, and Suk In "Andrew" Hong. While we may look a little different, our mission to help Hawaii achieve their financial goals is unchanging. Mahalo for an amazing five years, we can’t wait to see what the future brings!

03/04/2026

If you've inherited an IRA, withdrawal rules and taxes depend on your relationship and whether the account is a Roth IRA or a traditional IRA.

An inherited IRA is an account for someone inherits an IRA or retirement plan from a deceased owner. Special rules exist for spouses and other beneficiaries.

02/24/2026

2026 tax season is coming up: Here’s what you need to know

Tax season officially begins on Monday, Jan. 26, when the IRS starts accepting and processing 2025 federal tax returns.

02/17/2026

02/13/2026

The minimum savings needed to retire at 65 in every U.S. state—it’s over $2 million in Hawaii. Here’s a look the minimum amount of savings needed to retire at 65 in each state.

The estimated savings needed to retire at 65 varies by nearly $1.5 million from state to state, driven largely by differences in housing costs.