Financial Intelligence
An educational publication focused on the financial markets, investing and personal financial planning.
2022 Financial Planning Update
Brent Yanagida, CFP®, EA.
“Despite all the increased interruptions to life and uncertainties going forward, it is important to stay on top of opportunities and strategies that can help meet your financial goals.”
March 2022
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2021 Financial Planning Update
Brent Yanagida, CFP®, EA.
“While the pandemic may have sidelined or stalled some of the progress on meeting your financial goals, now may be a good time to regain your focus.”
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