Personal Finance
Personal Finance
Home Ownership
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4 Tips for Downsizing Your Home
So many of us think bigger is better, but that’s not always true when it comes to your home. If you’re dreaming of a home with less square footage to clean or a smaller yard to maintain, keep these in mind before you put your current house on the market.
- Navigating Your Home Buying Experience
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Before You Buy
Buying a new home can be so exciting. And exhausting. And fun. And emotional. Here are five things new home buyers can do to make the process easier.
Investing
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How to Grow Your Business and Your Nest Egg at the Same Time
Many business owners face the same dilemma: What’s the proper balance of investing in your business and building your own personal nest egg?
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3 Questions to Ask About Your Company Stock
Compensation isn’t always straight forward. When you reach a certain level of success, the way you are paid for your work gets more complicated. Even if you think you have it figured out, those complications could mean you’re missing important opportunities.
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3 Investment Strategies for Tax Season
The 2016 tax season is almost over, but here are three strategies you can use that will pay off when Uncle Sam comes calling again. As always, consult a tax advisor for information specific to your situation.
Managing Your Money
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Q&A: How President Trump Could Affect Your Personal and Business Finances
Regardless of your political leanings, we all need to be prepared for what the new president and his congressional supporters will mean for our bottom lines over the next four years. We asked Pinnacle’s Chief Investment Officer Mac Johnston what he expects from the next four years.
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New Look for Online Banking
Pinnacle’s Online Banking got a new look on Dec. 4. Much of the functionality hasn't changed, but don’t be surprised if a few things have moved.
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Factoring Digital Assets into Your Estate Plan
Think of all the digital photos, travel rewards, electronic statements, email accounts, drop boxes and social media profiles you've collected through the years. To ensure your fiduciary can access your digital assets, either to preserve, transfer or close accounts, your estate planning documents must indicate how you wish to dispose of them.
Retirement
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Working Longer May Help You Prosper
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.
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6 Money Management Strategies for Retirees
Here are some strategies for retirees to make the most of what they have saved and make sure it lasts.
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10 Things You Need to Know about Social Security
Here are 10 facts everyone should know about Social Security before making any retirement plans.
Calculators
How much mortgage can you afford? Do you have enough insurance? Get answers with these free calculators.
Case Studies
Learn how we've helped our clients purchase dream homes, build their businesses and become successful.
Pinnacle 5 Podcast Series
Arm yourself with knowledge on financial topics from the advisors at Pinnacle.
