Pinnacle Wealth & Benefits Strategies, Inc
For more than 40 years, we have helped the closely held business owner and high net worth individuals grow their businesses, preserve their assets, and achieve financial security.
Combining a team approach to Integrate our varied areas of expertise and the full spectrum of financial services we are able to provide unique insight into your financial world. This allows us to provide a comprehensive approach that can help simplify your life.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Simple steps may help you foil hackers and protect your privacy.
The latest trends in travel reflect a rich menu of exciting new possibilities.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator can help determine whether it makes sense to refinance your mortgage.
This questionnaire will help determine your tolerance for investment risk.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
Taking your Social Security benefits at the right time may help maximize your benefit.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Investors seeking world investments can choose between global and international funds. What's the difference?
If you died, what would happen to your email archives, social profiles and online accounts?
Women must be ready to spend, on average, more years in retirement than men.
Why are 401(k) plans, annuities, and IRAs so popular?