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51 Haddonfield Road
Suite 340
Cherry Hill, NJ 08002

Don't Buy The Hype Surprise! You’ve Got Money! 18 Years Worth of Days Bridging the Confidence Gap

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.

Helpful Content

Insuring Your Business Against Cyber Liability

Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

Saving for College 101

Saving for College 101

Here’s a crash course on saving for college.

A Primer on Irrevocable Life Insurance Trusts

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

 

Yours, Mine and Ours: Estate Strategies for Second Marriages

Second marriages are a trigger event to revisit any existing estate strategies.

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

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What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Emerging Market Opportunities

What are your options for investing in emerging markets?

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

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