Tax Changes and Planning Considerations in 2018 and Beyond by Brent Yanagida, CFP ®, EA.
Retirement Plan Saving Considerations at Different Stages of Life by Brent Yanagida, CFP ®, EA.
Estate Planning Part 2: Planning for Distribution of Assets by Brent Yanagida, CFP ®, EA.
Estate Planning Part 1: The Key Components by Brent Yanagida, CFP ®, EA.
Retirement Planning Part 2: The Key Components by Brent Yanagida, CFP ®, EA.
Retirement Planning Part 1: An Update on Social Security by Brent Yanagida, CFP ®, EA.
Value Investing refers to an AAII Journal article titled “Five Common Traits of Successful Value Screens” by John Bajkowski published in July 2014.
Peak's 20th Anniversay Issue: Finance Camp - Planning for Your Financial Future.
Stock Review: Paccar Inc.
Unequal Treatment in Wills refers to an AAII Journal article titled “18 Recommendations for Minimizing Inheritance Conflict” by P. Mark Accettura published in April 2012.
Stock Review: Weight Watchers International
“Normal” Outcomes refers to Warren Buffett’s Fortune article titled “Why Stocks Beat Gold and Bonds” published February 27, 2012. Download the shareholder letter from which the article was adapted.
Stock Review: JP Morgan Chase
Applying Psychology to the Marketplace refers to a Financial Planning article titled “The Kids Are All Right (Maybe)” by Scott Schutte published on May 1, 2011.
Stock Review: PepsiCo