We’re constantly watching the markets and investment vehicles to serve you best.
By Michael Vaughn, CFP® As the year draws to a close, small business owners need to make a year-end checklist—and check it twice! From navigating IRS elections to maximizing deductions and staying on top of evolving filing methods, this easy guide provides five essential elements that demand your attention as you prepare to close the […]
By Michael Vaughn, CFP® When I reflect on what I’m grateful for this holiday season, I think back to when I made the decision to change careers. I left a good-paying job for the unknown, but what I did know was I wanted to stay near family and friends and I wanted to help others. […]
By Michael Vaughn, CFP® Life can take unexpected turns, and it’s vital to be prepared for any eventuality. While many of us don’t like to speak about “what-ifs,” it’s important to consider what would happen if you had to handle everything after the loss of a partner. Would you be prepared if widowhood happened tomorrow? […]
By Michael Vaughn, CFP® When it comes to managing finances, if you’re in the military, a veteran, or a federal employee, you face a unique set of challenges and opportunities. While these groups often benefit from certain financial perks, they can also run into certain pitfalls that must be navigated with care. Let’s explore the […]
By Michael Vaughn, CFP® In our modern, high-speed society, the media plays an essential role in updating us on what’s happening in the world and the economy. Yet, with numerous conflicting sources, ranging from local news to online platforms, it might seem like we’re always inundated with information. It can be hard to sift through […]
By Michael Vaughn, CFP® A financial plan created for you and tailored to your unique life goals is like an instruction manual for your finances and your goal achievement. The financial plans we write for our clients include a thorough analysis of your goals and your resources and the likelihood of meeting your goals if […]
You have so much to gain— get in touch with Pinnacle Family Advisors and take the first step towards financial peace of mind.
