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Money Mangement Counseling Kailua HI

This page provides useful content and local businesses that can help with your search for Money Mangement Counseling. You will find helpful, informative articles about Money Mangement Counseling, including "3 Money Management Tips for Teens". You will also find local businesses that provide the products or services that you are looking for. Please scroll down to find the local resources in Kailua, HI that will answer all of your questions about Money Mangement Counseling.

David Jacobs
Pathfinder Financial Services, LLC
(808) 728-4396
555 Paakiki Place
Kailua, HI
Expertises
Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Charitable Giving - Trusts & Foundations
Certifications
NAPFA Registered Financial Advisor, CFP®, PhD

Harry Kasanow
Kasanow & Associates: Wealth Management
(808) 382-1511
3268A Paty Drive
Honolulu, HI
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, M.Ed.

Monica Jennings
Jennings Financial Planning, Inc
(808) 792-0088
1600 Kapiolani Blvd., Suite 1000
Honolulu, HI
Expertises
Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Mr. Francis W. Mcroberts, CFP®
(808) 261-5556
407 Uluniu St
Kailua, HI
Firm
McRoberts & Associates
Areas of Specialization
Asset Allocation, Divorce Issues, Estate Planning, General Financial Planning, Investment Management, Retirement Income Management, Tax Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided by:
Mr. Mel R. Hertz, CFP®
(808) 522-0100
PO Box 938
Kailua, HI
Firm
DeRand Captial Mgmt Corp
Areas of Specialization
Investment Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $50,001 - $100,000



Data Provided by:
Ronald D. Miller
Resource Management LLC
(808) 429-8123
41-973 Laumilo Street
Waimanalo, HI
Expertises
Helping Clients Identify & Achieve Goals, Advising Medical Professionals, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, AAMS, AIF, AIFA, CFP®, DDS, AWMA

Lesley Brey
L.J. Brey, Inc.
(808) 526-2644
321 Halaki Street
Honolulu, HI
Expertises
Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, AIF, CFA, CFP®, MBA

Ms. Doreen A. Kyser, CFP®
(808) 261-8323
646 Ohiki Pl
Kailua, HI
Firm
Doreen A. Kyser, EA, CFP

Data Provided by:
Mr. Samuel J. Bello, CFP®
(808) 255-8318
212 Aikahi Loop
Kailua, HI
Firm
Samuel J. Bello
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Elder Care, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning
Key Considerations
Average Net Worth: $100,001 - $250,000

Average Income: $50,001 - $100,000

Profession: Self-Employed Business Owners

Data Provided by:
Ms. Carolyn Santo, CFP®
(808) 524-6477
PO Box 278
Kailua, HI
Firm
Essential Financial, Ltd.
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Self-Employed Business Owners

Data Provided by:
Data Provided by:

3 Money Management Tips for Teens

Provided By: 

   
   

School’s out, and millions of teens have taken summer jobs. Jonathan Carr, founder of Choose Success – a non-profit dedicated to promoting financial literacy amongst adolescents – offers 3 Tips for Helping Teens Handle Money Responsibly.

Tip #1 Build Wealth: Time is Your Friend; Use It!

Teenagers are incredibly powerful investors, not because they usually have a whole lot of money to manage, but because they have something even more valuable: time. They have the power of compounding interest, which Albert Einstein called the most powerful force in the universe.

If a person starts putting away only $20 a week at age fifteen, and does it every week, they can easily retire with a million dollars, with only average earnings on that money over time. To show the power of being fifteen, if that person waits ten years and starts saving $20 a week at age twenty-five, that million dollars will be reduced to $450,000 by retirement age. Make life easier, start saving early and save a little each week.

Tip #2 Don’t Get Poor: Stay in School and Study Hard.

More education means more money, which means more fun, which means more happiness. It is that simple. If you want to have a fun and happy life, stay in school as long as you can. Getting a high school diploma increases our average pay by twenty five percent.

Tip #3 Don’t Get Poor: Having Children.

Having a child as a teenager is the easiest way to throw ourselve...

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