Category: Financial Intelligence Newsletters
Financial Intelligence Newsletter for Q2 2026
With tax season finally behind us, we have temporarily moved beyond calculating deductions, credits, Our second piece discusses a nuanced topic involving Health Savings Accounts...
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Financial Intelligence Newsletter for Q1 2026
As we routinely do, this first Financial Intelligence Newsletter of the year will focus on financial and tax planning considerations for 2026. With the One...
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Financial Intelligence Newsletter for Q4 2025
In this publication of Financial Intelligence, I introduce Javier Gomez, another recent addition to Peak and its now robust (and expanding) financial planning team. Speaking...
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Financial Intelligence Newsletter for Q3 2025
In this publication of Financial Intelligence, Bethany Aylor and Brent Yanagida will share their expertise in tax planning by reviewing the One Big Beautiful Bill...
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Financial Intelligence Newsletter for Q2 2025
In this publication of Financial Intelligence, I have included an article dedicated to Retirement Community and Assisted Living Planning. There are so many options, layers...
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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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Financial Intelligence Newsletter for Q4 2024
In this publication of Financial Intelligence, I have included a year end financial planning article which includes actions to consider as we near the end of...
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Financial Intelligence Newsletter for Q3 2024
In this publication of Financial Intelligence, I have included an article providing an update on inherited IRAs and whether RMDs are due during the mandated...
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