Financial Intelligence
Financial Intelligence
An educational publication focused on the financial markets, investing and personal financial planning.
Financial Intelligence Newsletter for Q2 2025
Jason Foster, JD, AEP®
“To determine if you would come out ahead if you invested your extra cash, start by looking at the after-tax rate of return you can expect from prepaying your mortgage.”
June 2025
A Financial Planning Update (2025 Challenges and Opportunities)
Brent Yanagida, CFP®, EA
“With news seemingly being made daily regarding tariffs, government entitlements and spending, immigration, foreign relationships, etc., it is easy to get caught up in the deluge of information and rush to financial decisions that might not be in your best interest long term.”
March 2025
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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
