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.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Try these activities to keep your brain sharp.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
If you find it hard to attain personal life goals, there’s an app for that!
Enter various payment options and determine how long it may take to pay off a credit card.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help you estimate how much you may need to save for retirement.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to assess the potential benefits of a home mortgage deduction.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Have you found yourself suddenly single? Here are 3 steps to take right now.
All about how missing the best market days (or the worst!) might affect your portfolio.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Here is a quick history of the Federal Reserve and an overview of what it does.
Are Real Estate Investment Trusts right for your portfolio?
Understanding the cycle of investing may help you avoid easy pitfalls.