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Year-End Checklist

Submitted by Pinnacle Wealth Management Group, Inc on November 13th, 2019

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 assets?
  • Did you refinance your house? 
  • Did you receive a gift or inheritance?
  • Did you lose
Tags:
  • financial planning
  • tax planning
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Financial Forum - October 2019

Submitted by Pinnacle Wealth Management Group, Inc on October 4th, 2019

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 headline events between 1949, the year of Joel's birth, and 1989, the year the record was released.  What was unique about this song was that the lyrics were nothing more th

Tags:
  • financial planning
  • investing
  • investment management
  • investments
  • market
  • stock market
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Will You Avoid These Estate Planning Mistakes?

Submitted by Pinnacle Wealth Management Group, Inc on September 18th, 2019

Will You Avoid These Estate Planning Mistakes?

Too many wealthy households commit these common blunders.

Provided by Daniel A. Cesta

Many people plan their estates diligently, with input from legal, tax, and financial professionals.

Tags:
  • estate planning
  • financial advisor
  • financial planning
  • retirement
  • Read more

The Gift Tax

Submitted by Pinnacle Wealth Management Group, Inc on August 29th, 2019

The Gift Tax

Tags:
  • Blog
  • finance
  • financial advisor
  • gift tax
  • Read more

Strategic vs. Tactical Investing

Submitted by Pinnacle Wealth Management Group, Inc on August 21st, 2019

Strategic vs. Tactical Investing 

Tags:
  • financial plan
  • investment
  • investment management
  • Strategic Investing
  • Tactical Investing
  • Read more

How to Talk Money with Your Family

Submitted by Pinnacle Wealth Management Group, Inc on July 31st, 2019

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 strategies into place immediately. However, without a comprehensive family discussion about this wealth transfer, problems can arise when it comes time to put these strategies into action.

Tags:
  • Estate
  • family
  • heirs
  • money
  • Read more

Financial Forum July 2019

Submitted by Pinnacle Wealth Management Group, Inc on July 9th, 2019

Market Commentary – Stocks Remain Resilient Despite Rising Volatility

Volatility returned in the second quarter, as uncertainty regarding U.S.-China trade relations, future Federal Reserve interest rate policy, and the state of the U.S.

Tags:
  • financial adviser
  • financial planning
  • Read more

Estimating Retirement Income Needs

Submitted by Pinnacle Wealth Management Group, Inc on June 5th, 2019

Estimating Retirement Income Needs

Life is full of unanswerable questions, like knowing exactly how much you will need to live comfortably during retirement.

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Our Family Office: A Customized and Team-Based Approach

Submitted by Pinnacle Wealth Management Group, Inc on May 14th, 2019

Do the financial services you’re receiving from your financial advisor/broker include tax return preparation and trust drafting for one fee? 

Would you like to receive financial services similar to ultra-high net-worth families?

 

Tags:
  • Blog
  • estate planning
  • financial planning
  • Full Service
  • investment management
  • tax planning
  • Read more

Turning 66 This Year? Last Chance Social Security Opportunity Still Exists!

Submitted by Pinnacle Wealth Management Group, Inc on April 30th, 2019

Turning 66 This Year? Last Chance Social Security Opportunity Still Exists

Looking for a little extra income for four years? Born on or before Jan 1, 1954? Then you may be in luck.

Tags:
  • Blog
  • financial planning
  • full retirement age
  • retirement
  • social security
  • social security benefit
  • Read more
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