Managing Your Money
Takeaways from this podcast include why everyone needs an estate plan, regardless of net worth or assets, and what needs to be in that plan. You’ll get information about how to title property, protecting yourself with Durable Powers of Attorney for Healthcare and Finance and whether to leave assets in trust.
Many people don’t think about their lives as a business, but a lot of the lessons we learn at work can serve us well at home. Most of us deal with money in some way at the office, but we take a more relaxed approach when it comes time to organize and manage our personal finances.
In any economic environment, businesses and individuals look for ways to trim expenses and maximize efficiency. Following are several strategies that individuals and small business owners can use to save money related to their finances.
New consumer-protection rules on bank overdraft fees for ATM and debit card transactions will take effect this summer. Learn how the changes affect you and how to opt in or out of Pinnacle Overdraft Privilege.
When you hear your neighbors, colleagues and the media talk about natural disasters or pandemics, your first thought likely is not about securing your finances. But there are certain steps you can take now to help prepare.
Gathering the information and documents from this checklist is the first step in creating a comprehensive financial plan.
Debit card use has become more popular over the years, and recently more Americans have decided to forgo credit cards altogether. For the first time in history, debit card use surpassed credit card use in 2009.
The FDIC now insures more deposits than ever before. Find out which accounts are covered and for what amounts.
Your deposits held in different account ownership categories are insured separately from each other. Understand how and maximize your FDIC insurance coverage.
This article demonstrates how a husband, wife and one child may achieve far more than the standard $250,000 limit in one financial institution.
Pinnacle - Green Hills
Pinnacle - Mt. Juliet Road