Financial Planning Trends & Insights

We’re constantly watching the markets and investment vehicles to serve you best.

February 8, 2023


“Food may be essential as fuel for the body, but good food is fuel for the soul.” — Malcolm Forbes You don’t have to be a foodie to enjoy eating well. Most people enjoy eating out, whether it’s their favorite fast-food restaurant or a fine-dining experience. There are lots of reasons we may choose to […]

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February 1, 2023

Countdown to Retirement: 12-Step Checklist if You’re Retiring in 2024

With just 12 months left until your official retirement date, you may feel like you’re in the home stretch. Your decades of hard work are coming to an end and soon you’ll be relaxing and enjoying this exciting time.  But before you kick up your feet, there are some steps you should take in your […]

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What I Wish I Had Known
November 29, 2022

What I Wish I Had Known About Money When I Was Younger (Video)

Investing early and regularly from a young age can be a key component to building wealth using mostly passive income. I’m sure we all wish we had started investing in certain areas earlier on in our lives. However, investors of all ages can benefit from maximizing tax-advantaged accounts and dollar-cost average. Let’s take a look […]

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November 16, 2022

Why I Do What I Do

My journey to the world of financial planning wasn’t always clear-cut and obvious. In fact, I started out in an entirely different career that I thought I would have until I retired. But as is common with life, I was thrown an unexpected wrench in my plans and I took a leap of faith. That […]

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September 14, 2022

8 Questions to Ask Yourself When Planning a Comfortable Retirement

It’s hard to define exactly how much you will need to save in order to retire comfortably. Some researchers say to expect to spend between 55-80% of your pre-retirement annual income per year during retirement. (1) But everyone’s situation is different, and this number will depend on a number of factors, such as your healthcare […]

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Are You Falling Victim?
September 12, 2022

Are You Falling Victim to These Financial Mistakes?

There are so many things to consider when it comes to finances, from deciding whether to buy or lease your next car, to budgeting for retirement, to signing up for a credit card. It’s impossible not to make mistakes here and there! But we often see some people make significant mistakes—mistakes that can impact your […]

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Financial Freedom Starts Here.

You have so much to gain— get in touch with Pinnacle Family Advisors and take the first step towards financial peace of mind.