Web Resources

Financial Planning Association

The Financial Planning Association (FPA) is the membership organization for the financial planning community.

Certified Financial Planner Board of Standards Inc.

The CFP Board is an independent professional regulatory organization that owns the federally registered CFP® and CERTIFIED FINANCIAL PLANNER™ marks.

Society of Financial Service Professionals

For more than 70 years, the Society of Financial Service Professionals has been helping individuals, families, and businesses achieve financial security.

Read Our Personal Financial Blog!
To keep updated on thoughts, perspectives and news and events at Personal Financial, read our blog. Click here to read our latest updates.

Contact Us
Toll-Free: 888-557-3272 Info@PersonalFinancial.com

Webinar Archive

The 7 Keys to Financial Health Webinar

Watch this webinar and learn seven keys to start living the life you deserve.

Press Releases

April 22, 2014—Small Investment Advisory Firm Finds Creative Way to Raise Over $100,000 for Charity

February 4, 2014—Classical Music Concert Benefits Kaua'i United Way

Newsletter Archive

Personal Financial Raises $32,000 for Kaua'i United Way; Money, Life and Perspective; Long-Term-Care Policy Rate Shock and What to Do About It; Estate Planning Basics

Risk and Your Portfolio, Choosing Investments That, Align with Your Values, Why Diversify?

Autumn Leaves and Holidays in the Air, Now Is the Time to Recall Financial Planning Basics, Facts About the Affordable Care Act

Process and Developments, Are You Sabotaging Your Financial Success?, Summer Travel Tips

It's Time to Get More Personal Here at Personal Financial, 5 Retirement Planning Mistakes Women Make, Why Most Financial Advice Is Useless

2013 and Beyond, Stock Markets and Presidential Election Cycles, 2013 Tax Changes, Common investor mistakes (part 2 of 3).

Progress and developments, Keys to longer healthier lives, Fiscal cliff queasiness Common investor mistakes (part 1 of 3).

What to expect in 2012, spring cleaning, reducing your tax bill this year and next, clean your money scripts and the latest news from the Personal Financial family.

An overview of 2011 and its many surprises, making a tax-saving New Year's resolution, and when it comes to investment decisions our advice is don't run with the herd.

Promises, expectations and realities of our world, the future of the dollar, and lots of new people (even new life) added to our team.

The new things happening at Personal Financial, five things people do to sabotage their retirements, and the possibility of a new technology bubble.

Learn all about the trials and tribulations of market growth, how inflation works, financial benchmarking tools and Nicole Hanson who was just promoted to Senior Financial Advisor.

Go green by cutting out the paper in your life, learn about the two January events planned with Personal Financial, and get the updates on changes in tax rules for 2011.

Get excited about "unloved" investment opportunities, and learn about bond markets and the October effect.

Read a special message from Personal Financial President, Loren Kayfetz and learn about how to keep your personal financial information safe on the internet in the digital age.

Learn about total returns, 2010 tax changes, reducing your tax burden and updates from the Personal Financial team.

Learn new lessons from an old decade, life insurance coverage, New Year's resolutions and more.

Learn about the changes in investments over the past year, buying real estate, identity theft, the business behind financial planning, and any new updates for the Personal Financial team.

Learn more about money and if it's making you crazy, insurance check-up, Roth IRA changes, and new staff member at Personal Financial. Spring 2009 newsletter: Learn about the new RMD laws, financial goal setting and community involvement with the Personal Financial staff.