Financial Intelligence

Financial Intelligence

An educational publication focused on the financial markets, investing and personal financial planning.

Financial Planning Update (2023 Review and 2024 Opportunities)

Brent Yanagida, CFP®, EA

“Since estate planning laws and goals often change, we encourage you to periodically review the titles and beneficiary designations on your financial accounts such that your assets can pass on as desired.”

March 2024

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Retirement and Tax Planning Considerations Starting in Early 60s: A Real-Life Snapshot

Brent Yanagida, CFP®, EA

August 2023

Financial Planning Update (2022 Review and 2023 Opportunities)

Brent Yanagida, CFP®, EA

March 2023

2022 Financial Planning Update

Brent Yanagida, CFP®, EA

March 2022

2021 Financial Planning Update

Brent Yanagida, CFP®, EA

April 2021

Retirement and Tax Planning Update

Brent Yanagida, CFP®, EA

March 2020

Planning for Health and Long-Term Care Needs Across Generations

Brent Yanagida, CFP®, EA

October 2019

Peak's 25th Anniversary Issue: The First Quarter of a Century

Terry Hefty

July 2019

Financial Planning Past, Present, and Future

Brent Yanagida, CFP®, EA

July 2019

College Planning - Financial Considerations

Brent Yanagida, CFP®, EA

August 2018

Tax Changes and Planning Considerations in 2018 and Beyond

Brent Yanagida, CFP®, EA

March 2018

Retirement Plan Saving Considerations at Different Stages of Life

Brent Yanagida, CFP®, EA

July 2017

Estate Planning Part 2: Planning for Distribution of Assets

Brent Yanagida, CFP®, EA

February 2017

Estate Planning Part 1: The Key Components

Brent Yanagida, CFP®, EA

December 2016

Retirement Planning Part 2: The Key Components

Brent Yanagida, CFP®, EA

June 2016

Retirement Planning Part 1: An Update on Social Security

Brent Yanagida, CFP®, EA

March 2016

Value Investing

John McCorvie, CFA

December 2014

Twenty Peak Years

Terry Hefty

September 2014

Unequal Treatment in Wills: A Little Caution

Noel Bennett

September 2012

“Normal” Outcomes

John McCorvie, CFA

June 2012

Applying Psychology to the Marketplace

Noel Bennett

March 2012

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and information about investing and financial planning.