For many people, fall is the time for selecting health insurance benefits for the following calendar year. If you have selected a high deductible health plan (HDHP) that qualifies for a health savings account (HSA), you might be wondering, “How much should I put in my health savings account?” Our partner for Pinnacle’s new Health & Benefits offerings, WEX, Inc., offers some tips. The short answer is that you should contribute the maximum prorated amount allowed by the IRS, if that’s financially viable for you.

We all want to do more to support our communities and favorite nonprofits, but most of us aren’t wealthy enough to start a private foundation. Or are we? Take a look at this easy, affordable solution for an on-going fund that solidifies your legacy of giving.

Even for families with the means to pay for tuition outright, college savings plans can carry major advantages. 529 savings plans are designed to be flexible and can be long-lasting, which brings specific benefits for affluent families. Here are some lesser-known ways to use a 529 plan to fund education expenses.

Popular opinion says young people have more trouble saving for retirement compared to older generations. That’s a myth. Plenty of people at every age are equally unprepared. You don’t have to be rich or close to retirement to work with a financial planner. In fact, the earlier the better.

No one typically dreams of toiling away at the office after they’ve hit full retirement age, but working for a few more years could make a big difference in your post-retirement lifestyle.

Here are some strategies for retirees to make the most of what they have saved and make sure it lasts.

People are more likely to do business with those who are close by or with whom they interact often. But networking and handing out business cards isn't enough. The key is creating intentional, genuine connections. Join this conversation with national radio host Ken Coleman on how to bond with people and places that will lead to growth for your business.

What will happen to your company when you're gone? A succession plan is much more than just an idea of who will run the company when you're not able or no longer want to. Multiple factors come into play. Don't wait to start building your plan. Start now, and make sure trusts are part of it.

Every business owner wants to feel secure and in control. While traditional insurance offers plenty of security, it sometimes lacks the flexibility to adapt to the nuanced and changing needs of some businesses. But one alternative is gaining popularity and could be the right answer for you.

Trusteer Rapport will not be supported in Tennessee after Dec. 31, 2018. Instructions for uninstalling the software are available here.

Beyond the security of all Pinnacle systems and technologies, there are some very simple ways that Pinnacle clients can monitor their accounts to be sure they are free of fraud.

Pinnacle places the highest importance on protecting our clients’ funds and information. Read this for information on how we accomplish that.

“Business Email Compromise” (or BEC), is becoming an all too common scam executed by cyber thieves. Criminals work to understand and monitor your business processes, request forms, and partners involved over a period of days or weeks, then they generate a highly targeted attack designed to fool you into thinking you are working with a legitimate business partner. Often times these types of scams result in a significant financial loss to the business.

Owner-operated businesses are an ideal target for identity theft. As a sole-proprietor, the owner and the business are considered one in the same. Here is what you should do if you are the victim of a breach.

In today’s environment chances are good that your card information could be compromised in the future. Here’s what to do if you’re a consumer, a merchant or another type of small business to protect yourself from a security breach.

Reports on the Equifax security breach indicate that hackers have accessed the personal information of up to 143 million people, including names, addresses, birth dates, social security numbers and some driver’s license numbers. We at Pinnacle take this news very seriously. We are working directly with our Equifax contacts to determine how it may have affected our clients.

Brian Krebs of KrebsOnSecurity, who broke the Target and HomeDepot data breach stories, noted a large trove of client personal data has been allegedly taken from app maker mSpy and posted on an anonymous network file sharing system called TOR (The Onion Router). Here are some tips on how to protect yourself.

A new Trojan virus program is targeting point-of-sale (PoS) terminals to steal credit card data. The payment card-stealing malware, "PoSeidon," is designed to steal credentials specifically for the widely used LogMeIn application.