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.

In the last few years of economic recovery, the benchmark interest rate has slowly inched upward to keep growth in check and inflation under control. Rates remain an important factor for investors to watch so they can rebalance their portfolios. Here are two possibilities to keep an eye on.

Many investors could improve their portfolios through alternative investments - anything that's not a stock, bond or cash. Let’s take a look at two of the alternative options we typically explore with clients.

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.

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.

Insurance isn’t the most exciting thing you spend money on, and its benefits aren’t immediately tangible. When you need it, however, you often realize it’s the most valuable thing you own. If you have reduced costs at the expense of coverage, make sure you’re not missing these key policies that every business owner should consider.

What happens when you’re ready to leave your company and pass it on? Don’t wait for your lawyer or CPA to bring up succession planning. Even if you have no plans to step down, even if you’re a decade or more away from retirement, this is something you can start addressing right now with a few simple additions to your annual routine.

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.