Personal Finance Personal Finance

Managing Your Money

Managing Your Money

5 Facts about Estate Planning

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.

Managing Personal Finances Like a Business

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.

6 Ways to Cut Business and Personal Expenses

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.

How the New Overdraft Rules Affect You

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.

Creating a Financial Readiness Kit

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.

Getting Organized for Financial Planning

Gathering the information and documents from this checklist is the first step in creating a comprehensive financial plan.

Debit or Credit? When to Use Each

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.

Insuring Your Deposits: Insurance Limits

The FDIC now insures more deposits than ever before. Find out which accounts are covered and for what amounts.

Insuring Your Deposits: Categories of Ownership

Your deposits held in different account ownership categories are insured separately from each other. Understand how and maximize your FDIC insurance coverage.

Insuring Your Deposits: Sample Account Scenarios

This article demonstrates how a husband, wife and one child may achieve far more than the standard $250,000 limit in one financial institution.

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Client Programs

Client Programs

Information Security Awareness and Merchant Card Changes

Tue, Mar. 31 - 11:30 a.m. - 1 p.m.
Pinnacle - Mt. Juliet Road

Quality of Life - Royal Oaks

Tue, Apr. 14 - 10:30 - 11:30 a.m.
Pinnacle - Franklin
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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.