It’s getting to be that time of year when we start thinking about family and holiday traditions and the pressure to finish projects before the year ends. In an effort to help you check things off your list ahead of schedule, here’s a handy checklist of items to consider: Open a Roth or Traditional IRA…
Investment News has just named Pinnacle Wealth Manager and Partner Deb Kriebel to its 2016 Women to Watch list. The list is comprised of… …female financial advisers and industry executives who are distinguished leaders at their firms. These women have advanced the business of providing advice through their leadership, passion, creativity and willingness to help…
Your wedding is approaching, and you’re getting excited. You and your future spouse have talked about where you want to live, how many kids you want to have, and what kind of lifestyle you’d like to enjoy. But have you discussed your financial health? Numerous surveys have shown that money is one of the main…
As full time financial planners, our Wealth Managers spend a lot of time getting to know the daily struggles and triumphs of their clients, and have picked up a number of helpful life lessons along the way.
Here are our top seven:
Gone are the days of seemingly endless college applications, lengthy essays, and anxious weeks waiting for an acceptance. Your young adult has made a decision and he or she is college bound. It’s a very exciting time – a transitional process described beautifully by actress Tina Fey in Admission: “Parents exist to drive their kids insane.”
You probably remember the 1960s sitcom Green Acres, and its catchy theme song:
Green Acres is the place for me,
Farm living is the life for me.
Land spreading out so far and wide,
Keep Manhattan just give me that countryside.
You were born between the years 1946 and 1964 — part of the explosion of births that resulted from World War II vets returning home and starting families. You’re often associated with the hippies of the 60’s and TV generation of the 70’s. You grew up with American Bandstand, Bewitched, Bonanza, Gilligan’s Island, and Lassie, and went to the big screen to see The Sound of Music and Gone With the Wind. You experienced the elation of our first steps on the moon, and the tragedy of the untimely deaths of John F. Kennedy, Robert Kennedy, and Dr. Martin Luther King.
The 2012 election is over, and Americans find themselves in an unsure financial environment. The country is heading toward a “fiscal cliff” — a series of significant tax increases and automatic spending cuts that will be triggered at the end of the year. Congress and the President are negotiating a compromise solution to prevent that, but no one knows what it will involve, or if they’ll be successful at all.
Years ago a friend told me, “Paying for college is like buying a brand new BMW every year, but never getting to drive it.” Not only has it become one of my favorite quotes, but it motivated me to think about how I’d pay for my own children’s college educations. After some quick math, I realized that four years for both my daughter and son — with two years overlapping — would come to 8 BMW’s in six years. If my husband and I were going to be in a position to cover that, I knew we needed to start planning immediately.