What Should Your Retirement Plan Checklist Include?
Planning for retirement is like planning for a long trip. Here’s a handy retirement checklist to help you get prepared.
5 Things To Consider Before Retiring As A Small Business Owner
As an entrepreneur, you’ve probably been so busy building, nurturing, and growing your business, that you haven’t had any time to think about your own retirement. That time has finally come: It will probably take several years to plan the successful sale of your small business, so it’s a good idea to get started now…
Social Security Planning For Baby Boomers
Born in the period between 1946 and 1964, a new wave of baby boomers retires every day. And for those boomers turning 62 this year, this will be the first opportunity to claim Social Security benefits. Unfortunately, they’ll suffer penalties if they do so before full retirement age. That’s why it’s so important to know…
Avoid These 8 Retirement Planning Mistakes
Mistakes made when planning for your retirement can have disastrous consequences. Here are eight critical (but common) errors you should avoid… 1. Don’t retire away from a job; instead, retire to a well-designed retirement plan. Spend time thinking about what you want to do in retirement. What will you do every day? Will you…
Is Your Retirement Bulletproof?
How much money do you need to retire? It’s a familiar question with an unsatisfying answer: it’s complicated. It depends on how much you’ve socked away, how much income you’ll have coming in, how much you plan on spending and how long you live. There’s no one size fits all, it’s unique to you. To…
Your End-Of-Year Financial Checklist
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…
Pinnacle’s Deb Kriebel Named A “Woman To Watch”
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…
The Financial Planning Association And You
Pinnacle partner and Wealth Manager Deb Kriebel is the 2016 President of the Financial Planning Association of Maryland (FPA). We spoke with her about her new role with the FPA, the organization’s purpose and activities, and her plans for 2016.
Five Financial Questions to Ask Your Future Spouse
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…
Seven Things Financial Planning Can Teach You About Life
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:
