Biden’s newly proposed American Families Plan looks to help lower and middle-class families by providing access to free social programs that will be paid for by taxing “the rich”.

This includes restructuring section 1031 of the tax code which historically has been helpful to the average real estate investor.

Learning how to maximize your resources in retirement isn’t just about how much your accounts are worth. It’s also about HOW you use those accounts.

By enduring countless hours of hardship and struggle, you learn to get better at whatever it is you’re doing. Here’s my feelings after receiving my purple belt in Brazilian Jiu Jitsu.

How did our first year in business go? It was more enlightening than you might think.

New social programs put forth by the Biden administration are designed to assist lower and middle class families. How will the $1.8T package be paid for? Eliminating and redesigning our current tax laws.

How to build a reserve of cash so you’re better prepared for when the unexpected hits.

Financial planning from two different perspectives.

Being proactive can mean a world of a difference later in life.

What could rising interest rates mean for a portfolio with bonds? It means your fixed income investment strategy may need a review.

Asset allocation is a way to spread investment risk among many different types of asset classes. The question then becomes is it better to be strategic or tactical in your investment allocation?

Combined with risks of stock market volatility, economic uncertainty, geopolitical and policy changes, withdrawing money from your accounts might cause you to run out of retirement funds faster than you planned.

Trust are legal sets of instructions that create the opportunity for the funding party to design how assets are managed and ultimately, passed down.

They can provide the ability to specify terms, dictate who receives inheritances and when they receive them, and more. Fiduciary responsibility for investments, properties, family assets, kids, pets and more can may all rest with the trustee.

Cryptocurrencies are in the headlines more than they’ve ever been before. With Bitcoin valued at over $60,000 per coin, is it an investment that you should consider to have in your financial plan?

What does the rest of the year for the stock market look like? What about the economy? Understanding what has been happening in the past few months might give us an idea of what could come.

Stock market volatility is something we've all experienced over the past 12 months. Both stocks and bonds were subject to significant drops and have since rebounded thanks to economic stimulus. Here are three things you can do to potentially reduce investment risk so you have a better secured retirement.

Investment buckets have been around for ages. But because we’re living longer, it may make more sense to view buckets through a new lens and focus more on using them for time.

There’s a lot of money out there right now. The new $1.9T stimulus package has the potential to create long lasting economic effects.

What does that do for your financial plan? Here are 5 questions investors are asking and the 5 answers to those questions.

We're so excited to announce Chase Mason is the newest member to the Aloha Wealth Partners Ohana (family)!

If you’re a real estate agent in San Diego, you’ll love to know you can save a ton of money in taxes.

The Setting Every Community Up for Retirement (SECURE) Act was the largest retirement reform bill since the Pension Protection Act in 2006.

There is a new piece of legislation that will build on top of the recently passed SECURE Act that will again change the face of retirement planning.