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