Skip to content
Linkedin page opens in new windowFacebook page opens in new windowRss page opens in new windowYouTube page opens in new window

CONTACT US | FOR ADVISORS | CLIENT VAULT | CLIENT PORTAL

Pinnacle Advisory Group — The Wealth Management Advisors
An industry leading wealth management advisor, providing comprehensive financial planning help and risk managed investing.
Pinnacle Advisory Group -- The Wealth Management AdvisorsPinnacle Advisory Group -- The Wealth Management Advisors
  • About Us
    • Our Firm
    • Our Staff
      • Pinnacle Maryland (Headquarters)
      • Pinnacle Florida
    • Careers
    • Privacy Policy
    • Disclosure
    • Client Relationship Summary
    • Form ADV
    • Frequently Asked Questions
  • Services
    • Private Wealth Management
    • Comprehensive Financial Planning
    • Risk-Managed Investing
    • Onpoint By Pinnacle Financial Planning Solution
    • Our Investment Philosophy
    • Our Clients
    • Our Fees
    • How to Get Started
    • For Advisors
  • Education
    • Blog
    • Pinnacle Quarterly
    • Active Versus Passive Management
  • Webinars/Videos
    • Webinars
    • Videos
  • Outreach
    • Events
    • In the Community
  • For Clients
    • Maryland Office
      • The David Kauffman Wealth Management Team
      • The Kriebel-Shires Wealth Management Team
      • The Josh Rivers Wealth Management Team
      • The Mason-Beren Wealth Management Team
      • The Mike Green Wealth Management Team
      • The Mindy Gasthalter Wealth Management Team
      • The Troll-Hamolia Wealth Management Team
    • Florida Office
      • The May Cheung Wealth Management Team
      • The Raoul Rodríguez Wealth Management Team
      • The Stephen Wright Wealth Management Team
  • Our Services
    • Private Wealth Management
    • Comprehensive Financial Planning
    • Risk-Managed Investing
    • Pinnacle’s onPoint Financial Planning Solution
    • Our Investment Philosophy
    • Our Clients
    • Our Fees
    • Get Started
  • About Us
    • Our Firm
    • Our Staff: Maryland Headquarters
    • Our Staff: Florida
    • Careers
    • Frequently Asked Questions
    • Disclosure
    • Our Privacy Policy
  • Education
    • Blog
    • Pinnacle Quarterly
  • Videos
  • For Clients
    • Maryland Office
      • The David Kauffman Wealth Management Team
      • The Kriebel-Shires Wealth Management Team
      • The Mason-Beren Wealth Management Team
      • The Mike Green Wealth Management Team
      • The Mindy Gasthalter Wealth Management Team
      • The Troll-Hamolia Wealth Management Team
      • The Josh Rivers Wealth Management Team
    • Florida Office
      • The May Cheung Wealth Management Team
      • The Raoul Rodríguez Wealth Management Team
      • The Stephen Wright Wealth Management Team
  • Get Started With Pinnacle
  • Contact Us

Tag Archives: FINANCIAL PLANNING

You are here:
  1. Home
  2. Entries tagged with "FINANCIAL PLANNING"

Three Things To Consider For Your Financial Future

Articles, Financial PlanningBy Kelly WrightMay 6, 2020

Given all the planning landscape changes over the last month, are there specific things you should now be considering? Here are a few ideas that may be worth exploring, especially now. Roth Conversion? The CARES Act suspended the need to take required minimum distributions (RMDs) from your IRA and qualified plans. If you are in…

Why You Should Use Checklists In Financial Planning

Articles, Financial PlanningBy Michael KitcesJuly 17, 2019

As financial planning for clients grows more complex, it becomes increasingly difficult for planners to recognize every planning issue, opportunity, and concern from memory alone. As a result, there is an increasing risk that planners make a mistake—albeit by accident—in the struggle of trying to apply everything they have learned to an incredibly wide range…

Annual Health Care Expenses In Retirement: Don’t Believe Everything You Read

Articles, Financial PlanningBy Michael KitcesApril 11, 2019

Despite a steady drumbeat of media coverage that Baby Boomers aren’t saving enough for retirement, a recent PwC survey of Boomers found that their biggest fear about retirement isn’t actually running out of money before the end of retirement, but how they’re going to handle their health care costs in retirement. That fear isn’t necessarily…

12 Money-Smart Gifts To Give During Retirement

Articles, Financial PlanningBy Michael GreenApril 4, 2019

So you’ve made it to retirement, and realize you have done it with room to spare. A surplus of assets, more than enough to cover your desired lifestyle for many years to come, puts you in a position to have a meaningful impact on the lives of those you love, and on the causes you…

Retirement Or Your Children’s Education… Which Comes First?

Articles, Financial PlanningBy Josh RiversMarch 7, 2019

In the unlikely event of a loss of cabin pressure, panels above your seat will open revealing oxygen masks. Reach up and pull a mask towards you… Secure your own mask first before helping others. If you have ever flown on an airline, you have no doubt heard this speech. When I fly with my children,…

Avoid these retirement hazards.

Avoid These 8 Retirement Planning Mistakes

Articles, Financial PlanningBy Deb KriebelFebruary 8, 2019

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…

5 Popular Myths About Debt… And How They Impact Your Credit Score

Financial PlanningBy Stephen WrightJanuary 24, 2019

Eight out of every ten American adults have some form of debt. Properly managed, debt can enhance a person’s lifestyle. For something so common, though, people often have conflicting emotions about it. In fact, debt is the top cause of financial stress in the United States. The situation is not helped by the hysteria and…

Charitable Giving Is Good… But The Tax Laws May Not Be

Analyst, Financial PlanningBy Kelly WrightDecember 10, 2018

Mahatma Gandhi said, “The best way to find yourself is to lose yourself in the service of others.” A 2008 study by Harvard Business School found that giving money to someone else lifted participants’ happiness more that spending it on themselves. These good feelings are reflected in our biology. In a 2006 study, the National…

Is The Bar High Enough In The Accredited Investor Rule?

Articles, Financial PlanningBy Michael KitcesOctober 16, 2018

In the world of finance, there is an SEC guideline called the “Accredited Investor” rule that limits the public’s ability to invest in unregistered securities unless the individual meets certain income and/or net worth standards. Or stated more simply, the SEC limits those riskier private investments to more affluent – and presumably more “sophisticated” –…

Is your retirement plan bulletproof?

Is Your Retirement Bulletproof?

Articles, Financial PlanningBy Deb KriebelSeptember 7, 2018

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…

12345…
6
7
© 2017 - Pinnacle Advisory Group, Inc.
Go to Top

We are using cookies to give you the best experience on our website. Cookie information is stored in your browser and performs functions such as helping our team understand which sections of the site you find most interesting and useful.

Pinnacle Advisory Group -- The Wealth Management Advisors
Powered by  GDPR Cookie Compliance
Privacy Overview

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.

Strictly Necessary Cookies

Strictly Necessary Cookie should be enabled at all times so that we can save your preferences for cookie settings.

If you disable this cookie, we will not be able to save your preferences. This means that every time you visit this website you will need to enable or disable cookies again.