Managing Your Money

Managing Your Money

Divorce: The Financial Plan No One Wants to Make

Divorce is one of the most stressful occurrences in a person’s life and the lives of their family members. While we pray no one ever has to go through a divorce, there is a resource that will provide careful planning and mitigate some of this stress and take the uncertainty out of the financial aspects. A Certified Divorce Financial Analyst (CDFA®) can provide the analysis necessary to ensure that a couple’s divorce is equitable for both parties. An “equitable” divorce doesn’t necessarily mean an “equal” one.

Insurance 101: When you’re young, you still need a safety net

One piece of adulthood that can feel daunting is insurance. What kind and how much does a 20-30-something need? Asking a professional to help you “shop” is great first step, and here’s a summary of the types of coverage to consider.

How to Enroll in eStatements – and Why It’s a Smart Decision

eStatements have been around for many years but have become increasingly popular lately. If you’re working away from the office, you can access them at home or while traveling—anywhere you have an Internet connection. Here's why you should join the paperless world and move your bank business to eStatements.

Debit or Credit? When to Use Each

While reducing reliance on credit cards may help control overspending, there are times when making a purchase with a credit card makes good financial sense. Here are some suggestions for when to use debit instead of credit and vice versa.

Check Your Stats: What Credit and Other Reports Say about You

Your credit report contains a lot of information about you, including what accounts you have and your bill paying history. But these reports aren’t the only documents out there that provide a glimpse into your financial past. Here’s what you need to know about the various reports that might contain your information—and who can look at them.

Helping New Grads Navigate their Finances

Launching your career post-college is exciting but also scary. You need all the support you can get even in boom times. With economic uncertainty, the challenges are even greater.Here are a few ways you can help yourself get a handle on financial matters in those early days.

Beyond Stimulus: What Individuals Can Get from the CARES Act

You got your stimulus check, but what else can the CARES Act do for you? Our good friend Paul Anglin from Blankenship CPA Group joins us to talk about the new rules for retirement plan withdrawals and other parts of the pandemic stimulus bill that could affect your taxes.

Plans Can Bring Peace of Mind in a Crisis

Crises like the COVID-19 pandemic stir up fear and uncertainty. As Pinnacle carries out plans to ensure service to clients, we know you are taking steps to prepare for and mitigate the impact of the outbreak on you and your family. Here are a few things you can do to prepare for this emergency or any other.

Banking with Safety and Convenience

At Pinnacle, when crisis strikes, our first priority is to protect those most important to us by ensuring the health and safety of our clients, associates and their families. We are also here to help you navigate uncertain times. It’s unknown how long the new virus will impact everyday life, but there are a few things you can do now to create ease and convenience while maintaining safety.

Making a Budget that Works

Stop asking yourself “Where’d all my money go?” and start taking a real look at the ins and outs of your cash. Here are the steps you can take to “pull back the veil” on your current spending, create a budget and establish a few key habits to be more intentional going forward.

1 2 3 4 5 6 7 8 9 10

Quick Links

Article Search

Read the latest eNewsletter