LARRY TAKAHASHI FINANCIAL SERVICES

 

 
 
 

 

 

 

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Car Affordability

How much can you afford to pay for a car?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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Steps to Executing an Exit Strategy

Monetizing a closely held business can be a difficult process, so owners may want to plan an exit strategy before they really need one.

Trusts Offer More Than Estate Tax Protection

Find out whether a testamentary trust, living trust, or special-purpose trust can benefit your family.

Seeking Synergy: Why Mergers and Acquisitions Matter to Investors

Find out how and why mergers and acquisitions take place (and why they matter to investors).

Dealing with Divorce

Some considerations for a divorcing couple who are dividing marital assets, such as retirement accounts, and filing for Social Security.

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