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Financial Forum January 2023

Submitted by Pinnacle Wealth Management Group, Inc on January 3rd, 2023

Financial Forum

January 2023

Market Commentary – 2022 – One for the Record Books

2022 started off with hope and promise as the world looked forward to a year without a crippling pandemic, or at least, a world where COVID could be managed.  However, hope was quickly replaced w

Tags:
  • 401(k)
  • Blog
  • Fed
  • Financial
  • interest rates
  • IRA
  • Pinnacle Wealth Management
  • retirement
  • RMD
  • secure
  • wealth management
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Financial Forum October 2022

Submitted by Pinnacle Wealth Management Group, Inc on September 30th, 2022

Financial Forum

October 2022

Market Commentary – Inflation Isn’t Going Away

Don’t fight the Fed has been a mantra on Wall Street for about as long as there has been a Federal Reserve Bank.  Over the last 15 years, that has meant that investors should be investing in risk assets (i.e., stocks, bonds, rea

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  • Blog
  • federal reserve
  • Financial
  • financial adviser
  • financial planning
  • inflation
  • pinnacle
  • retirement
  • retirement planning
  • wealth management
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The Social Security Administration Announces 2022 COLA

Submitted by Pinnacle Wealth Management Group, Inc on October 28th, 2021

The Social Security Administration Announces 2022 COLA

On October 13, 2021, the Social Security Administration (SSA) officially announced that Social Security recipients will receive a 5.9 percent cost-of-living adjustment (COLA) for 2022, the largest increase in four decades.

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  • 2022
  • COLA
  • Financial
  • pinnacle
  • Pinnacle Wealth Management
  • retirement
  • retirement planning
  • social security
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I.R.S. Delays Tax Filing, Payment Deadlines

Submitted by Pinnacle Wealth Management Group, Inc on March 23rd, 2021

I.R.S. Delays Tax Filing, Payment Deadlines
The new deadline is May 17, 2021.

Less than one month ahead of the traditional date, the I.R.S. has delayed the deadline for filing and paying taxes. The new deadline is May 17, 2021.1,2,3

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  • 2021
  • Financial
  • financial planning
  • IRS
  • pinnacle
  • retirement
  • tax
  • tax deadline
  • tax planning
  • wealth management
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2021 Limits for IRAs, 401(k)s and More

Submitted by Pinnacle Wealth Management Group, Inc on December 16th, 2020

2021 Limits for IRAs, 401(k)s and More
Numbers to know for the new year.

On October 26, the Treasury Department released the 2021 adjusted figures for retirement account savings. Although these adjustments won’t bring any major changes, there are some minor elements to note.

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  • 401(k)
  • Blog
  • Financial
  • financial planning
  • pinnacle
  • planning
  • retirement
  • wealth management
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The Social Security Administration Announces 2021 COLA

Submitted by Pinnacle Wealth Management Group, Inc on October 29th, 2020

The Social Security Administration Announces 2021 COLA

Tags:
  • 2021
  • Financial
  • financial planning
  • pinnacle
  • retirement
  • retirement planning
  • social security
  • wealth management
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October Is Financial Planning Month

Submitted by Pinnacle Wealth Management Group, Inc on October 21st, 2020

October Is Financial Planning Month

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  • Blog
  • checklist
  • Estate
  • estate planning
  • Financial
  • financial planning
  • investment
  • october
  • pinnacle
  • planning
  • retirement
  • retirement planning
  • tax
  • tax planning
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Financial Forum - October 2020

Submitted by Pinnacle Wealth Management Group, Inc on October 2nd, 2020

Market Commentary – Stages of the 2020 Stock Market

Life has its seasons, or perhaps, better put, its stages.  For example, a little over a week ago, we switched from summer to fall.  There are seven stages to the human life cycle – beginning with infancy and finishing with old age, or more poetically put, “The senior yea

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  • Blog
  • Financial
  • financial adviser
  • financial planning
  • pinnacle
  • retirement
  • retirement planning
  • wealth management
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Financial Forum July 2020

Submitted by Pinnacle Wealth Management Group, Inc on June 30th, 2020

Market Commentary – Contradictions between Wall Street and Main Street Continue

The Chinese symbol for “crisis” is made up of two symbols – one representing “danger” and the other representing “opportunity.”  So maybe it’s symbolic that the largest crisis most of us have eve

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  • Blog
  • CARES ACT
  • china
  • COVID-19
  • Financial
  • financial advisor
  • financial planning
  • investing
  • investment management
  • retirement
  • RMD
  • stock market
  • Read more

Roth IRA Conversion in the Era of COVID-19

Submitted by Pinnacle Wealth Management Group, Inc on April 22nd, 2020

Roth IRA Conversion in the Era of COVID-19
Is it right for you?

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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  • adviser
  • Financial
  • financial planning
  • IRA
  • retirement
  • retirement planning
  • roth
  • roth conversion
  • Roth IRA
  • tax planning
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