Aya Funahashi - Wealth Management, McNellis & Asato, Ltd.

03/11/2026

When life changes, your taxes often do too. Knowing how milestones like a new home, a growing family or a career shift affect your tax picture can help you plan ahead. Explore the key factors to keep in mind:

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03/10/2026

Thinking ahead about intergenerational wealth? A Roth conversion can help reduce future taxes, lower RMDs and give your heirs more flexibility – especially children in higher tax brackets. Learn what to consider before converting:

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02/18/2026

Financial wisdom starts early. The habits kids learn today can shape their relationship with money as adults. From saving coins in a jar to understanding debt, explore 10 age-specific lessons for guiding your children toward lifelong financial success
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02/17/2026

When the unexpected hits, quick access to liquidity matters. Here's how your business can leverage a securities-based line of credit in the event of emergency:

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02/17/2026

Embracing the traditions and joy of Lunar New Year. Wishing you all a year filled with love and prosperity.

02/12/2026

Investing in emerging technology can be exciting. Learn about the potential benefits and risks of investing in AI:

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02/11/2026

Investing doesn't have to be a solo effort. Couples, families and business partners alike can benefit from joint brokerage accounts. Explore how they work and what to consider before opening one.

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02/09/2026

Not sure what to do with your employer retirement plan now that you've left the company? Here are some options to consider before you make a move:

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02/04/2026

Each February, we recognize Black History Month to reflect on the legacy and celebrate the contributions of the Black community.

02/03/2026

A 529 plan has been a smart way for many to invest in their children's or grandchildren's futures and starting in 2026 changes to these plans bring additional options. Learn more about how these changes could benefit you and your family.

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01/22/2026

For many people, philanthropy helps embody values and strengthen legacies. Starting with a plan and a strong sense of purpose can help you support the causes you care about while giving your financial plan a boost.

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01/21/2026

For young millionaires, one of the savviest moves is assembling a team of trusted individuals to help you see risks as clearly as rewards. Read more:

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