Financial Intelligence

Financial Intelligence

An educational publication focused on the financial markets, investing and personal financial planning.

Retirement and Tax Planning Considerations Starting in Early 60s: A Real-Life Snapshot

Brent Yanagida, CFP®, EA

“This planning snapshot is unique, and as such, your planning decisions and experiences may be different; however, many topics covered are often relevant at some point in everyone's life.”

August 2023

Financial Planning Update (2022 Review and 2023 Opportunities)

Brent Yanagida, CFP®, EA.

March 2023

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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

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and information about investing and financial planning.