Strategies to Help Manage & Protect Your Assets
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Curtis J. Nagai uses the trade name/DBA Nagai Wealth Management. All securities and advisory services are offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.
Newsletters
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Versatile 529 Plans Can Help with More than Just College
529 plans were originally created to save for college, but Congress has expanded the ways these plans can be used, making them a more flexible and versatile savings vehicle.
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Don’t Take the Bait: Top Tax Scams in 2025
As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.
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Strategies for Smarter Giving
In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.
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HOT TOPIC: The Iran War, the Economy, and Your Portfolio
This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.