Author: Brent Yanagida, CFP®, EA
Understanding Required Minimum Distributions (RMDs) in 2025
If you’re approaching retirement or have already withdrawn from retirement accounts, Required Minimum Distributions—or RMDs—should be an important consideration when reviewing and assessing your overall...
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A Financial Planning Update (2025 Challenges and Opportunities)
With every New Year, we suggest that you revisit your financial goals, understand the challenges and opportunities that lie ahead, and together with your financial...
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Medicare Overview 2023
What is Medicare? In our latest publication of Financial Intelligence, we referenced a document called “Medicare Overview and Local Resources 2023”. We are recirculating this...
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Homeowners Insurance Update
Homeowners Insurance In seeing firsthand the recent Marshall fire that completely destroyed over 1000 homes in Boulder County and left smoke and wind damage for...
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