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.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
For homeowners who think their property taxes are too high, there are ways to appeal.
Purchasing homeowners insurance is critical for protecting your home.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Tax preparation may be the perfect time to give the household budget a check-up.
Building wealth requires protection from the forces of wealth destruction.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator shows how inflation over the years has impacted purchasing power.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator demonstrates the power of compound interest.
Determine if you are eligible to contribute to a traditional or Roth IRA.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
With alternative investments, it’s critical to sort through the complexity.
How will you weather the ups and downs of the business cycle?
What does your home really cost?
A bucket plan can help you be better prepared for a comfortable retirement.
Even low inflation rates can pose a threat to investment returns.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.