top of page

News and Insights

10 Best Investments for 2024

May 23, 2024


In this US News article discussing the 10 best investments for 2024, Mountain Wealth Planning founder and lead planner, Amy Hamasaki shares her thoughts on internationa developed-market stocks, emerging market stocks, and small-cap stocks. 


Read the full article here.

4 Places To Retire That Are Better Than Florida — and Way Cheaper

May 14, 2024


Founder Amy Hamasaki contributed to this GOBankingRates article about 4 places to retire that are better than Florida - and way cheaper with nods towards The Carolinas, Colorado, and abroad. 


Read the full article here. 

The average wedding costs $30,000–here are 9 steps to save enough for your big day

May 9, 2024


In this Fortune Recommends article about wedding costs, founder Amy Hamasaki contributes with comments on how to avoid overspending by making a budget, determining what you can cut back on, and creating a seperate bank account for the big day. 


Read the full article here.

Tax and Financial Planning Tips for Small Business Owners with Amy Hamasaki: Fiduciary Voices #FinLit Series

May 9, 2024


Marie Swift interviews Amy Hamasaki in this Fiduciary Voices FinLit Series where she shares tax and financial planning considerations for small business owners. 


Listen to the full interview here.

Rates are up everywhere — except on one product that would help millions

February 7, 2024


In this Washington Examiner article discussing banking rates, Mountain Wealth Planning founder and lead advisor Amy Hamasaki suggests that consumers look outside their current megabank for lower rates.


Read the full article here.

5 tips on how to manage your money after a layoff

January 3, 2023


In this Fortune Recommends article Amy Hamasaki contributes to the 5 things to do with your money when you are laid off. 


Read the full article here.

MWP website footer image.jpeg
  • Facebook
  • LinkedIn

Investment advisory services offered through Equita Financial Network, Inc. an investment adviser with the Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Equita Financial Network also markets investment advisory services under the name, Mountain Wealth Planning, LLC. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Securities investing involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

certified financial planner logo
NAPFA logo

©2024 Mountain Wealth Planning, LLC

equita member firm logo
Mountain Wealth Planning logo

Regulatory Disclosures:

Equita's ADV

Mountain Wealth Planning's ADV

bottom of page