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3FG Articles & Videos

Aloha

I’m glad you’re here. At 3 Financial Group, advocacy begins with listening and helping you understand how financial and legal decisions connect across your life. These resources were created to support that work — offering perspective, plain-English guidance, and thoughtful insight you can explore at your own pace.

You’ll find topics that reflect the questions we hear most often, the transitions people navigate, and the decisions that deserve careful consideration. Whether you’re planning ahead, navigating change, or protecting what matters most, our goal is to help you feel informed, supported, and never alone in the process.

— Joanna Amberger JD | MBA | CFP® 

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LGBTQ Hawaiian couple discuss Estate planning in Honolulu

Post-Election Estate Planning for the LGBTQ+ Community: Securing Your Future in Uncertain Times

The LGBTQ+ community faces heightened fears post-election, with threats to civil rights and safety looming. Proactive estate planning offers control
Estate Planning with 3FG

Your Estate Plan Must Coordinate with Your Financial Plan

Coordinating your estate plan with your financial plan is essential for protecting your legacy and ensuring your goals are met.
Oahu Estate Planning

Estate Planning for Women in Oahu: How to Take Control of Your Financial Legacy

It is essential that women do not surrender the responsibility of managing their financial affairs and devising their estate plan
Reviewing your estate plan with a Honolulu estate planning attorney is essential

Why Regularly Reviewing Your Estate Plan is Vital for Honolulu Families

Regularly reviewing your estate plan ensures it reflects your current wishes and life changes. From updating beneficiaries to adapting to
Honolulu estate planning

LGBTQIA+ Estate Planning Essentials in Honolulu

Estate planning is more than just protecting assets—it’s about securing your loved ones' future, especially when navigating the unique challenges

What Do I Need to Do When a Loved One Dies?

It’s easy to overlook an important task after a spouse or other loved one passes away – like retitling assets.
family retirement savings

Common Rules Of Thumb For Retirement Savings

When it comes to saving for retirement, there are a few different rules of thumb that help you figure out
financial and estate plans

Why Your Financial Plan and Estate Plan Should Be Connected

While a financial plan and an estate plan are distinct, they are both active plans that need regular maintenance to
home ownership and mortgage payments

Ask Joanna: Homeownership And Mortgage Payments (Retirement Edition)

Joanna covers what to know about owning a home in retirement.
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