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Blog

Warren Jackson | May 20, 2026

The Estate Plan That Looks Complete on Paper

Estate Planning
Tax Planning
Real Estate
Property
Family
Retirement
Risk Management
Finance
Investments

Many estate planning failures aren't dramatic. There's no missing will, no family feud, no document anyone forgot to sign.

The plan is right there in the drawer

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Warren Jackson | May 6, 2026

5 Financial Crossroads That Could Reshape Your Future

Finance
Retirement
Family
Tax Planning
Risk Management

You know how life tends to throw in a few plot twists?

They don't ask if you're ready. They just show up—with potential financial consequences tagging along.

A

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Warren Jackson | May 1, 2026

Context on the Tariff Ruling

Finance
Market Update
Tariffs were struck down, reinstated under a different authority, then increased again. It felt abrupt. It felt messy.
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Warren Jackson | Apr 15, 2026

What $100 Invested in 1928 Would Be Worth Today

Investments
Finance
Savings
Retirement
Risk Management

Many people think the biggest risk with money is losing it. A bad investment. A market crash. A bet that doesn't pay off.

But what if the most expensive

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Warren Jackson | Apr 1, 2026

When the Headlines Keep Changing, Your Strategy Shouldn’t

Investments
Finance
Risk Management

It rarely starts calmly.

A headline breaks. Markets react. Another update follows—then another. Before long, the story feels like it’s shifting by the hour.

And

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Warren Jackson | Mar 18, 2026

A More Flexible Way to Think About Retirement

Retirement
Finance
Lifestyle
Risk Management

Many retirement plans are built on a quiet assumption: that spending stays roughly the same from year one to year thirty.

It sounds reasonable. But research

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a picture of a globe focused on Iran
Warren Jackson | Mar 10, 2026

Middle East Conflict

A quick note after a heavy week
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Warren Jackson | Mar 4, 2026

When the Weather Hits: What Natural Disasters Actually Mean for the Economy (and Your Finances)

Finance
Investments
Risk Management
Insurance

A major storm rolls through. The headlines light up. Power outages. Travel chaos. Damage estimates climbing into the billions.

And somewhere in the back of your

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driver looking forward towards the road with their eyes reflected in the rearview mirror
Warren Jackson | Mar 2, 2026

Tax Planning vs. Tax Preparation: They're Not the Same Thing

Tax Planning
Finance
Retirement
Investments

Many people think about taxes once a year — when April rolls around and it's time to file.

By then, the year is already in the rearview mirror. The decisions

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Before Refinancing A Mortgage | Kukui Tree Capital Management
Warren Jackson | Oct 8, 2025

10 Questions to Ask Yourself Before Refinancing a Mortgage

Last month, the Federal Reserve made its first interest rate cut in over four years, reducing rates by 0.50%. This significant policy shift, with the potential
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8 Year-End Tax Moves To Reduce Tax Bill | Kukui Tree Capital
Warren Jackson | Oct 8, 2025

8 Year-End Tax Moves to Reduce Your 2024 Tax Bill

Strategic tax planning is about much more than filing returns – it's about making savvy financial choices that can significantly impact your tax obligations. As
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Trump’s Second Term & Finances | Kukui Tree Capital Management
Warren Jackson | Oct 8, 2025

Trump’s Second Term: How Proposed Policies Could Impact Your Financial Future

The 2024 election has ignited widespread debate about its potential impact on individuals and the broader economy. Donald Trump’s second term as President marks
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