Happy Lei Day
In Hawaii the coming of Spring is celebrated with Lei Day honoring the King, Queen, and royal court, teaching history through song and dance. The celebration is festive and enjoyed by families and friends coming together with Aloha Spirit to reflect on Hawaiian...
I just sold my house…
Dear Jen, I just sold my house and I think I will put the money into another property. Where should I put it so it can it be earning something until I buy again? ~ May Dear May, Good question! Currently with the interest rates as low as they are, a...
Windfall…
Dear Jen, I just had a family member pass away and I came into some money. With so much going on I'm not sure what to do with it, or if I'm ready, but when the time comes what would your advice be? ~ Anonymous Firstly, I am sorry to hear about your family member. ...
Do you have a minimum?
Dear Jen, I have some money that I want to invest and I’m not sure where to put it. Do you have a minimum amount you will help someone invest? ~ Anonymous It’s wonderful that you have worked hard to save money! We do NOT have a minimum requirement. I...
Estate planning in my 70’s
Dear Jen, I am in my 70’s, divorced, with 4 children. I know I need to do some paperwork so things go smoothly when I transition. Any guidance would be appreciated… ~ Diane Dear Diane, Estate planning is not always easy to talk about, but is important for you...
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