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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
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      • The Troll-Hamolia Wealth Management Team
      • The Josh Rivers Wealth Management Team
    • Florida Office
      • The May Cheung Wealth Management Team
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      • The Stephen Wright Wealth Management Team
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Category Archives: Wealth Management

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Surviving the Death of Your Spouse: Advice from a Financial Planner

Articles, Financial Planning, Wealth ManagementBy Mindy GasthalterJanuary 13, 2012

On July 29, 2011, my father died in a single car accident, leaving my 73 year old mother — and his children and grandchildren — behind. While my mother has a great network of friends, this is a time of change and transition for her. She must get used to cooking for one, being alone…

Three Ways to Improve Your Financial Life in 2012

Articles, Financial Planning, Wealth ManagementBy Pinnacle Advisory GroupDecember 28, 2011

As we move through the last days of December, with its cold nights and warm family cheer, we should take a moment to think about what New Year’s resolutions we might make to improve our financial lives in 2012. Here are three items you may not have considered.

Meet Jeff Troll

Video, Wealth ManagementBy Jeff TrollDecember 27, 2011

Meet Jeff Troll, one of the expert wealth managers at Pinnacle Advisory Group.

Meet Mindy Gasthalter

Video, Wealth ManagementBy Mindy GasthalterDecember 6, 2011

Meet Mindy Gasthalter, one of the expert wealth managers at Pinnacle Advisory Group.

A New BMW or One Year of College?

Articles, Financial Planning, Wealth ManagementBy Deb KriebelDecember 3, 2011

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…

Meet David Kauffman

Video, Wealth ManagementBy David KauffmanDecember 1, 2011

Meet David Kauffman — one of the expert wealth managers at Pinnacle Advisory Group.

Meet Jake Mason

Video, Wealth ManagementBy Jake MasonDecember 1, 2011

Meet Jake Mason, one of the expert wealth managers at Pinnacle Advisory Group.

Meet Deb Kriebel

Video, Wealth ManagementBy Deb KriebelDecember 1, 2011

Meet Deb Kriebel, a partner and wealth manager at Pinnacle Advisory Group.

Opportunity and Uncertainty in Estate Planning

Financial Planning, Wealth ManagementBy Jeff TrollSeptember 20, 2011

As part of the sweeping changes that came at the end of 2010, somewhat lost in the federal income tax changes were some significant alterations to federal estate tax rules. As you may be aware, the unexpected happened during 2010 and the estate tax exemption was allowed to go to an unlimited amount. As several…

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