Andrews Advisory Associates, LLC

Kent Kasaoka wrote a fantastic guest post for our blog about a tax credit many Oahu taxpayers haven't heard of.

https://www.andrewsllc.com/post/guest-post-do-you-know-about-this-tax-credit

In Episode 7, Travis and Scott discuss finding care options for yourself or a loved one, and why it's worthwhile to start the conversation early.

https://youtu.be/zfs01MDenkU?si=C620-EbBnZCoFcjc

Related:

Travis' blog post, Where Am I Going to Live in Retirement?: https://www.andrewsllc.com/post/where-am-i-going-to-live-in-retirement-making-one-of-life-s-biggest-decisions

Scott's blog post, How to Start Long-Term Care Conversations Before It’s Too Late:

https://www.andrewsllc.com/post/how-to-start-long-term-care-conversations-before-it-s-too-late

Finding Care Options | Andrews Insights Episode 7 In this episode, Travis and Scott discuss finding care options for ...

Scott describes the logic behind our portfolio design process, and why good investment management starts with understanding the investor.

How to Start the Portfolio Design Conversation Why good investment management starts with understanding the investor.

Travis and Scott weigh in on the benefits of working with a financial advisor. How do you know you're getting what you're paying for?

The Value of Working with a Financial Advisor | Andrews Insights Episode 6 and Scott Tonai CFP® explain the value of working ...

The best time to think about where you’ll live in retirement is before you are forced to think about it. Start the conversation while it’s not an urgency.

Where Am I Going to Live in Retirement? Making One of Life's Biggest Decisions The best time to think about where you’ll live in retirement is before you are forced to think about it. Start the conversation while it’s not an urgency.

Our team had a great time at our Andrews Advisory Associates, LLC booth at the Generations Magazine 18th Annual Aging in Place Workshop at the Ala Moana Hotel on Saturday 08/01/26. We enjoyed talking to the public about how we can help them with retirement and financial planning. Pictured are Rick, Travis, Scott, and Christina. Cindy also attended. More pics and info: https://generations808.com/aging-in-place/

There is still time to sign up for our webinar tomorrow! Christina & Travis attended the FPA Hawaii monthly lunch, where CJ was the speaker today. Pictured are Ramiro, Christina, and CJ. Register for our webinar using this link:
https://lp.constantcontactpages.com/ev/reg/wptcqdv

Travis and Scott discuss what our investment process looks like.

The Investment Process | Andrews Insights Episode 5 ‪‬ CFP®, CFA and Scott Tonai CFP® discuss what the ...

Scott's grandparents were married for 66 years, and their kindness, generosity, and commitment to others taught him valuable lessons about love and what truly matters.

Reflections on Commitment What 66 Years of Marriage Taught Me About Relationships and What Truly Matters

Scams are becoming more sophisticated. Here are some ways to keep your money safe.

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