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Blog

SS 10_1
Kendra McKinney | Oct 29, 2020

The Social Security Administration Announces 2021 COLA

2021
Financial
financial planning
pinnacle
retirement
retirement planning
social security
wealth management
On October 13, 2020, the SSA officially announced that Social Security recipients will receive a 1.3 percent cost-of-living adjustment for 2021.
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financial planning 2
Kendra McKinney | Oct 21, 2020

October Is Financial Planning Month

Blog
checklist
Estate
estate planning
Financial
financial planning
investment
october
pinnacle
planning
retirement
retirement planning
tax
tax planning
wealth management
When training to become a financial professional, much of our course work centers on the six critical areas of creating a financial strategy.
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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 fear

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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, tax

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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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