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Blog

FF PIC PWMGI 2020-October
Kendra McKinney | Oct 2, 2020

Financial Forum - October 2020

Blog
Financial
financial adviser
financial planning
pinnacle
retirement
retirement planning
wealth management
Life has its seasons, or perhaps, better put, its stages.  For example, a little over a week ago, we switched from summer to fall.
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FF PIC PWMGI 2020-July
Kendra McKinney | Jun 30, 2020

Financial Forum July 2020

Blog
CARES ACT
china
COVID-19
Financial
financial advisor
financial planning
investing
investment management
retirement
RMD
stock market
The Chinese symbol for “crisis” is made up of two symbols – one representing “danger” and the other representing “opportunity.”
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Roth Conversion 2_0
Kendra McKinney | Apr 22, 2020

Roth IRA Conversion in the Era of COVID-19

adviser
Financial
financial planning
IRA
retirement
retirement planning
roth
roth conversion
Roth IRA
tax planning
wealth management
The COVID-19 pandemic has shaken up nearly every aspect of American life. To say it’s been a difficult time would be an understatement.
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Cares Act image_3
Kendra McKinney | Apr 14, 2020

Key Provisions of the CARES Act

Blog
CARES ACT
COVID-19
financial planning
IRA
retirement
RMD
Recently, the $2 trillion “Coronavirus Aid, Relief, and Economic Security” (“CARES”) Act was signed into law.
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FF March 23-2020 PIC
Kendra McKinney | Mar 23, 2020

Financial Forum March 23, 2020 / COVID-19 Special Edition

Financial Forum
COVID-19
Pandemic
We are at war! Only this time our enemy is a novel virus causing a pandemic that is taking lives and shutting down the global economy.
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FF PIC PWMGI 2020-Jan
Kendra McKinney | Jan 3, 2020

Financial Forum January 2020

Blog
china
financial planning
investing
investment management
retirement
secure
secure act
stock market
trade deal

Market Commentary – Stocks Party into the New Year

What a difference a year makes.  A year ago, December, markets dropped as investors were crippled with

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YE CHecklist_0
Kendra McKinney | Nov 13, 2019

Year-End Checklist

financial planning
tax planning

Year-End Checklist

Personal Changes

  • Did you sell a major asset like your home, business, or other real estate?
  • Did you transfer any major financial
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FF PIC PWMGI 2019-Oct v2_0
Kendra McKinney | Oct 4, 2019

Financial Forum - October 2019

financial planning
investing
investment management
investments
market
stock market

Market Commentary – Stocks Held Firm in Q3 Despite Increased Global Concerns

The lyrics to Billy Joel’s hit, “We Didn’t Start the Fire” lists more than 100

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common mistakes
Kendra McKinney | Sep 18, 2019

Will You Avoid These Estate Planning Mistakes?

estate planning
financial advisor
financial planning
retirement

Too many wealthy households commit these common blunders.

Provided by Daniel A. Cesta

Many people plan their estates diligently, with input from legal

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Gift 3
Kendra McKinney | Aug 29, 2019

The Gift Tax

Blog
finance
financial advisor
gift tax

Not all gifts are taxable.

Provided by Daniel A. Cesta

I’d like for you to meet my friend, Hugh. He’s a retired film stuntman who, after a long career, is

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Market and Goals_1
Kendra McKinney | Aug 21, 2019

Strategic vs. Tactical Investing

financial plan
investment
investment management
Strategic Investing
Tactical Investing

How do these investment approaches differ?

Provided by Daniel A. Cesta

Ever heard the term “strategic investing”? How about “tactical investing”? At a

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Talking about Money
Kendra McKinney | Jul 31, 2019

How to Talk Money with Your Family

Estate
family
heirs
money

Start the discussion

Once you start thinking about the future and how you want your wealth to live on, it’s tempting to dive right in and start putting money

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Pagination

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