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