Welcome to The Pinnacle Group.
We’re all about retirement…
- Guiding you through the savings years as you work hard to accumulate assets for retirement.
- Guiding you through the transition years as you wind down your “work life” and head into retirement.
- Guiding you through the retirement income years as you enjoy the potential rewards of your labor.
That’s why we’re all about retirement.
We believe it is our responsibility, and privilege, to help others be proactive in reaching all of their financial goals.
Let us help you work towards yours.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
How to help determine life insurance needs to provide for your family after you pass away.
Retirees traveling abroad need to know that their health insurance travels with them.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Important items to consider when purchasing condo insurance.
The true cost of raising a child may be far more than you expect.
The federal government requires deceased individuals to file a final income tax return.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much of your Social Security benefit may be considered taxable.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
It’s never a bad time to speak with your financial advisor about changes in your situation.
Smart investors take the time to separate emotion from fact.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
When do you need a will? The answer is easy: Right Now.