Financial Intelligence
An educational publication focused on the financial markets, investing and personal financial planning.
Financial Intelligence Newsletter for Q2 2024
Jason Foster, JD, AEP®
“Understanding how your expenses will increase over time is instructive when assessing y our income flows, the types of resources available to fund any deficiencies, and the asset allocation needed in your portfolio to outpace inflation.”
June 2024
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