National Planning Corporation

Tax Preparation and Planning, Business Consulting, Investment & Retirement Planning, and Accounting Services
Serving Businesses and Individuals in Hawaii Since 1989

 

Located in Kailua Kona on the Big Island of Hawaii, Ginger Sandell Financial Services, LLC offeres a complete array of CPA, bookkeeping, payroll and other support services.  In addition to tax planning and preparation for individuals and businesses, we provide trust and estate accounting, retirement and investment planning, business consulting and compilation services.  We also provide computer training for accounting software.

Sandell holds a Masters of Business Administration and a Personal Financial Specialist Designation awarded by the American Institute of Certified Public Accountants. She has over twenty years of experience in the fields of finance, tax, and accounting. Our firm provides year round tax and investment planning and consulting for our clients. Click here for a monthly tax update newsletter.  

Contact us at 808-329-7108 or ginger.sandell@natplan.com

 
Calculators

Savings Accumulation

Estimate the future value of your current savings.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

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Newsletters

Federal Estate Tax Is Much Lower — For Now

The federal estate tax was repealed in 2010, then reinstated by the 2010 Tax Relief Act with new provisions for 2011 and 2012. This article discusses the temporary provisions, the options for estates of 2010 decedents, and potential changes in future years that could subject many more estates to the federal estate tax than under current law.

Growth, Value, or Both

The average annual return for large-cap value stocks was about 2.1% higher than for large-cap growth stocks, yet growth stocks outperformed value stocks in 13 out of 30 years. This article examines the difference between the two approaches and describes why holding both may help investors take advantage of a variety of market conditions.

Using Living Benefits for Retirement Income

Many Americans are finding it difficult to predict how much they can save by retirement. Because traditional pensions are available to just one out of three workers today, a potential way of creating a guaranteed income stream in retirement is to purchase the guaranteed living benefits that are available with some variable annuities.

Evaluating Life Insurance Needs

It's a good idea for people to evaluate their life insurance coverage to help ensure it keeps pace with their needs. Not only do major life events affect the amount of coverage that may be needed, but inflation can reduce the purchasing power of the death benefit and a greater benefit may be needed to cover estate taxes and other debts.

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