Financial Intelligence
Financial Intelligence
An educational publication focused on the financial markets, investing and personal financial planning.
Financial Intelligence Newsletter for Q2 2026
Jason Foster, JD, AEP®
“Because there is no time limit for the reimbursement of medical expenses from your HSA account, you can keep receipts and reimburse yourself years later with HSA distributions and incur no penalties or tax consequences.”
June 2026
Financial Intelligence Newsletter for Q1 2026
Jason Foster, JD, AEP®
“The OBBBA legislation also introduced us to a SUPER catch-up starting in 2025 that can be utilized by workers ages 60 to 63 by Dec 31. This allows one to add $11,250 to their 401(k) accounts (rather than the normal $8,000 for being 50 or older), raising their overall contribution limit to $35,750.”
March 2026
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A Financial Planning Update (2025 Challenges and Opportunities)
Brent Yanagida, CFP®, EA
March 2025
Financial Planning Update (2023 Review and 2024 Opportunities)
Brent Yanagida, CFP®, EA
March 2024
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
Planning for Health and Long-Term Care Needs Across Generations
Brent Yanagida, CFP®, EA
October 2019
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
Retirement Planning Part 1: An Update on Social Security
Brent Yanagida, CFP®, EA
March 2016
