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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