Personal Finance Personal Finance

Managing Your Money

Managing Your Money

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.

Helping New Grads Navigate their Finances

Before you know it the college seniors in your life will be launching their careers. It’s an exciting but scary time, and they’re going to need all the support they can get. Here are a few ways you can help new grads get a handle on their financial matters.

EMV Cards: What's The Advantage?

Magnetic-stripe transactions have been the credit-card standard for generations. But a new standard has taken over. EMV, which stands for Europay, MasterCard and Visa, is a global standard for cards equipped with computer chips and the technology used to authenticate chip-card transactions. The major difference between magnetic-stripe and EMV-chip transactions is the increased security that EMV provides. But there are many other aspects that allow the new EMV standards to outshine the older magnetic-stripe process.

Managing Your Finances on the Go

We strive to make your financial life as easy as possible by offering a variety of tools that allow you to bank when, where and how is most convenient for you. Learn more about the mobile apps you can use to balance your budget, approve wires, set up debit card alerts and more.

4 Tips for Protecting Your Assets

Business owners spend their careers striving to succeed and, with a lot of hard work and a little luck, to amass wealth. However, a lawsuit or trying economic times could chip away at that nest egg. Here are four strategies you’ll want to consider to protect your hard-earned assets.

Spring Clean Your Finances

Spring is the perfect time to crack open your windows and deep clean your home. While you’re at it, you may want to take a fresh look at your finances and make sure they’re in order. Here are some areas that you may want to review this spring.

5 Things to Do Before You Travel

Adding these five financial items to your checklist before your vacation starts will let you focus on the important things—rest and relaxation—while you’re away.

Start Planning 2016 Finances

If you want to take advantage of opportunities to save on your 2014 tax bill and get a jump start for the new year, the time to act is now. Here are five ways to wrap up the year and start your 2015 finances on the right foot.

Plan Year-End Giving Wisely

‘Tis the season for annual giving requests from non-profit organizations. In addition to helping a good cause, charitable donations can also make a difference in your tax bill. Here are some general guidelines to keep in mind if you’re planning to make a gift to a charity over the holidays.

5 Budgeting Tips for the Holidays

Aside from gifts, when you think about all the holiday purchases you make-–decorations, greeting cards, travel, food and cookies, etc.-—it really adds up. Here are some ways to plan your holiday spending so you don’t start 2015 in debt.

« 1 2 3 4 5 6 »

Article Search

Client Programs

Client Programs

Advanced Estate Planning Techniques - Memphis

Fri, Oct. 7 - 11 a.m. - 1 p.m.
Pinnacle - Quail Hollow
See All Client Programs

Calculators

Calculator

How much mortgage can you afford? Do you have enough insurance? Get answers with these free calculators.

Case Studies

Case Studies

Learn how we've helped our clients purchase dream homes, build their businesses and become successful.

Pinnacle 5 Podcast Series

Pinnacle Podcast

Arm yourself with knowledge on financial topics from the advisors at Pinnacle.