Broker Check


Amidst the chaos of the world, we try our best to keep everything in perspective. Here we offer our reflections, share news, instill hope, create community, and aim to help you discover what's truly important to you and your families.  

Thursday, February 1, 2024

In this February 2024 issue we discuss newly increased retirement contribution limits, tax time budgeting, behavior change, markets during an election year, and a review of the book, "Stolen Focus."

Monday, October 2, 2023

In this October 2023 issue we discuss National Financial Planning month, highlight some ways we've been helping our community, and ask for feedback on a new Designing Your (Prosperous) Life course offering for clients in 2024.

Tuesday, August 1, 2023

We're reaching out to share some exciting news regarding Royal Alliance, the firm we use to support our business operations. On June 21, Royal Alliance announced that it has rebranded to Osaic (Osaic Wealth, Inc.). The firm’s...

Tuesday, August 1, 2023

August 2023 - Welcome to our new Takagi & Takagi newsletter. We're so glad you're here!

Friday, April 22, 2022

Takagi means "tall tree" in Japanese: it's an Earth Day metaphor we resonate with strongly, as firm believers in long-term growth mindsets and generational financial planning.

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Sunday, January 2, 2022

"The Sum of Some" - a poem by Megan Takagi How did another year rush by, with days that seemed so long Some hectic, some fulfilling, some felt right, while others wrong...

Thursday, November 4, 2021

Takagi & Takagi was featured in Hawaii Business Magazine's November edition on succession planning.

Saturday, May 1, 2021

During this month of transition from spring into summer, when even kama'aina here in Hawaii can feel the shift to warmer temperatures, we reflect on how modifying our thoughts and habits can allow new identities to emerge.

Monday, February 1, 2021

In McCully, there is a group of elderly women who walk around the school block almost every day, rain or shine, in utilitarian smocks and sun visors (and now face masks). Our family has noticed them taking these strolls together...

Thursday, October 1, 2020

The human brain is said to judge the trustworthiness of strangers in less than one-tenth of a second. Just three involuntary interruptions per day (kids, texts, social media alerts) can add up to the equivalent of losing an hour's worth...

Wednesday, July 1, 2020

In January, our team went hiking on Tantalus for our annual goal-setting retreat. Carefree, breathing deeply, and holding hands with little Orion as he led us up the mountain, we had no idea how Covid-19 would shift our world in less...

Wednesday, April 1, 2020

There's nothing like a pandemic to get you thinking about what really matters in life. Many of us, thankfully, have never experienced a war-torn home country, but we have experienced deep and profound grief. And we now find ourselves...