Lifestyle Wealth Management

12/21/2025

Every year, during the week before Christmas, we sit down and choose our favorite local foundations and charities. We have the privilege and honor of donating to these organization who are truly doing amazing work in their mission, who align with our values and who serve the less fortunate, our planet, our furry four legged friends, people needing help navigating our legal system, our coastlines, feeding our keiki and keeping families together.
Here's our list this year:
+Parents and Children In Need
+Hawai‘i Foodbank
+Sustainable Coastlines Hawaii
+Native Hawaiian Philanthropy
+PAWS of Hawaii
+Fur-Angel Foundation
+Legal Aid Society of Hawaii

We'd love those who can join us in support. Please also share your favorite charity in the comments below!

10/29/2025

Important: FERS+ Workshop update:
Our venue has changed from Sidebar (National Guard Armory) to the Oahu Veterans Center.
New Address: 1298 Kukila St, Honolulu, HI 96818
Time: 5:30-7:30
Reason: We apologies for the last minute change, their venue has emergency construction and repairs taking place, so we had to pivot:-)

Contact us with any questions or directions: 808-206-9123

See you tomorrow!

09/29/2025

We just filled up our Oct 10th FedImpact Retirement Workshop. Our next available full day workshop is Jan 30th. Seats fill fast and we have 12 seats left of the 75 total! Spouses are encouraged to attend. Click here to learn more and RSVP your seat before it fills up. https://fedimpact.com/LWM/

01/30/2025

Retiring with $1 million has been a huge financial goal for decades - but is it still a good retirement milestone to strive for? Where could your nest egg last longest? Learn more in this month's Visual Insights Newsletter.

Plan for the big expenses. Know where nest eggs could last longer.

01/28/2025

Thinking of borrowing from your 401(k)? Future-you might have a word of caution. Plan wisely today for peace of mind tomorrow.

Learn from the missteps & wisdom of today's retirees

01/23/2025

Is $1 million still enough to retire on? The answer depends on how and where you live. Learn how far retiring with a cool million could go in each state in this month's Visual Insights Newsletter. Check it out!

How long would a $1M nest egg last state-by-state?

01/21/2025

Carrying debt into retirement can be like bringing a financial weight to a marathon. Focus on paying down high-interest credit cards before you stop working — your future self will thank you.

What retirees would do over if they could go back

01/16/2025

$1 million has been a big financial milestone for retirement savings for decades - but how far could it actually go? Learn where your nest egg could last the longest with this month's Visual Insights Newsletter.

Here's where retirees could live for 40+ years on $1M.

01/14/2025

Life changes fast, and your retirement plans should too. Building flexibility into your strategies can save you from surprises later. Let's talk about how to prepare for the unexpected.

Hindsight from today's retirees can teach us a lot

01/09/2025

How far does a cool million go these days? Not as far as it used to (especially now). Learn how far $1 million could go in retirement in each state in this month's Visual Insights Newsletter. Check it out!

Where could your nest egg last longest?

01/07/2025

Are you ready for the realities of retirement? Discover lessons today's retirees wish they'd known sooner to create your ideal retired life.

See what retirees would change & how it can help you

12/26/2024

You've saved for retirement, but how do you make sure your income keeps up with rising costs? Our latest guide tackles how to build retirement income that can withstand inflation and market dips, click here to find out more.

Discover 3 Common Income Shock Absorber Strategies