Comprehensive Financial Strategies

Did you know that starting Jan 1, 2026, those who made over $150k in 2025 and are over 50-years old are only allowed to make catch-up contributions to their plan’s Roth 401(k) or 403(b) thanks to the Secure 2.0 Act Section 603. If your company’s plan does not support Roth, you won’t be allowed to make ‘any’ catch-up contributions. Not impacted are SIMPLE IRA and SIMPLE 401(k) plans.https://www.irs.gov/pub/irs-drop/n-23-62.pdfhttps://sponsor.fidelity.com/bin-public/06_PSW_Website/documents/Roth_Catch_up_external_FAQs.pdf

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The tax laws have changed. Are you curious about hiring a professional this year?

Tax preparation and planning offered by Comprehensive Tax Strategies. Comprehensive Tax Strategies is not affiliated with American Independent Securities Group, LLC.

Hiring a professional tax preparer or do it yourself? The BBB got the details New tax laws may add some complexity to your tax filing this year. Now, many are asking themselves if they should hire a professional or file their own taxes.

Administrative Assistant (Full-Time)
Company: Comprehensive Financial Strategies
Location: Honolulu, HI
Employment Type: Full-Time/Part-Time

About the Company
Comprehensive Financial Strategies is a professional financial advisory firm serving individuals, families, and business owners with comprehensive planning and client-focused financial strategies. We emphasize long-term relationships, education, and high standards of integrity and service.
Position Summary
We are seeking a full-time and a part-time Administrative Assistant to support daily office operations and client service. This role is ideal for a highly organized, detail-oriented professional with strong computer skills and an interest in the financial services industry.
The position includes structured training, including learning firm-specific systems, client platforms, and Customer Relationship Manager (CRM) software.

Key Responsibilities
• Answer phones and greet clients professionally
• Schedule client appointments and internal meetings
• Prepare, organize, and maintain client files
• Assist with new client onboarding paperwork
• Enter and maintain data in firm systems and CRM
• Prepare basic correspondence and documents
• Support advisors with administrative and client-service tasks
• Maintain confidentiality of sensitive client information
Required Qualifications
• High school diploma or equivalent
• No criminal history (background check required)
• Strong computer skills (Microsoft Word, Excel, Outlook)
• Professional communication skills
• Strong attention to detail and organization
• Interest in or basic knowledge of finance and financial terminology
• Ability to learn new software and internal systems
Preferred Qualifications
• College degree (Business, Finance, or related field)
• Prior administrative or office experience
• Experience in financial services, insurance, banking, or accounting
• Familiarity with CRM or client database systems
What We Offer
• Professional office environment
• Training on financial-industry systems and processes
• Opportunity to gain experience in financial planning operations
• Stable, full-time position with growth potential
• Benefits include - 401(k), Profit Sharing Plan, Pension Plan, Medical, Dental, Vision benefits, vacation and sick pay

Probationary Period
This role includes a 6-month probationary period, during which performance, reliability, and overall fit will be evaluated.

How to Apply
Please submit your resume and a brief cover letter explaining your interest in the role to: [email protected]
Subject line: Administrative Assistant Application

Disclosure
Securities and Advisory services offered through American Independent Securities Group, LLC. Member FINRA / SIPC, an SEC Registered Investment Advisor. 664 S Rivershore Lane, Suite 105, Eagle, ID 83616. 866-485-4635. Comprehensive Financial is not affiliated with American Independent Securities Group, LLC. All Tax Planning and Preparation offered through Comprehensive Tax Strategies. Comprehensive Tax Strategies is not affiliated with American Independent Securities Group, LLC

Tax season is coming soon. The IRS announced the first day of the 2026 filing season, Monday January 26.

IRS announces first day of 2026 filing season; online tools and resources help with tax filing | Internal Revenue Service IR-2026-02, Jan. 8, 2026 — The Internal Revenue Service announced Monday, January 26, 2026, as the opening of the nation’s 2026 filing season. This year, several new tax law provisions of the One, Big, Beautiful Bill become effective, which could impact federal taxes, credits and deductions.

Gen Z sees cash differently than older people.

This money hack is 'cringe' to Gen Z, but has helped older generations save Though "cash stuffing" and "cash diets" have been popular strategies to save money, younger adults say using paper money may actually make them spend more.

The IRS has finalized regulations addressing 401k catch up contributions for those >50 years old and high earners (those making > $145,000). Those contributions will soon need to be after-tax Roth contributions.

Treasury, IRS issue final regulations on new Roth catch-up rule, other SECURE 2.0 Act provisions | Internal Revenue Service IR-2025-91, Sept. 15, 2025 — The Department of the Treasury and the Internal Revenue Service today issued final regulations addressing several SECURE 2.0 Act provisions relating to catch-up contributions.

“The easiest way to control a sheep or cow is a large spacious meadow.” Shunryu Suzuki. If your spouse if fighting your monthly financial budget, consider widening his or her sense of freedom.

A quote from Zen Mind, Beginner's Mind Even though you try to put people under control, it is impossible. You cannot do it. The best way to control people is to encourage them to be mischievou...

Starting in Jan 2026, if you itemize tax deductions, your charitable contributions under the new One Big Beautiful Bill will impose a 0.5% AGI floor (1 Section 70425) E.g. If you make $200k and itemize, your first $1000 of charitable giving is no longer tax deductible. And in a twist, those who do not itemize can now deduct up to $1k of charitable giving if single, or up to $2k if married filing joint. Questions? We can help. If you itemize, lets connect to discuss if you may benefit from establishing a Donor Advised Fund in 2025, before the 0.5% AGI floor kicks in!
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Text - H.R.1 - 119th Congress (2025-2026): One Big Beautiful Bill Act Text for H.R.1 - 119th Congress (2025-2026): One Big Beautiful Bill Act

The President just signed the One Big Beautiful Bill – and it’s going to change the way American’s work, save, drive, and power their homes starting in 2025. Here’s what you need to know:
- Tax Cuts of Jobs Act of 2017 was made permanent (no longer expires Dec 31 2025)
- Bigger Standard Deduction in 2025, MFJ is now $31,500 (1), plus up to another $6k for each spouse that is 65 or older (2 Section 70103)
- Child Tax Credit bumped to $2,200 (1)
- State and Local Taxes (SALT) cap was raised to $40k until 2029 (2 Section 70120)
- American assembled car interest can be tax deductible if purchased new and financed after Jan 1 2025 (2 Section 70203)
- Residential solar and home energy improvement tax credits end soon, so you only have a few months before those credits disappear (2 Section 70506 and 70508)
1 https://waysandmeans.house.gov/2025/07/03/passed-the-one-big-beautiful-bill-the-larger-tax-cut-in-american-history/
2 https://www.congress.gov/bill/119th-congress/house-bill/1/text

Text - H.R.1 - 119th Congress (2025-2026): One Big Beautiful Bill Act Text for H.R.1 - 119th Congress (2025-2026): One Big Beautiful Bill Act

Guy Lombardo said it best in his 1949 song, "It's later than you think!" Live a life of intention; a comprehensive plan helps design focus and priority.