Pinnacle Wealth Insights
Get financial planning ideas from the industry or emerging trends, you can read about it at Pinnacle Wealth Insights.
Important documents that you may want to file away or keep in your fireproof safe
One of the questions clients ask quite often is “What records do I need to save?” While you certainly receive plenty of documents in the mail that you can toss, recycle or use for kindling, there are definitely a few that you need to hang onto. With that being said,...
Will I have enough money for retirement living in Rhode Island
Retirement. It could be decades ahead of you or just a few years away. No matter how close or far away it is, you probably have thought about how much money you will need. Are you saving enough? Are you spending too much? How much money will you need to enjoy...
How strong is your retirement plan?
Often times, when talking to clients about their financial plan, I like to use some analogies. One of those is thinking about their financial and retirement plan in terms of a sturdy table. That may sound weird, but lets think about it for a second. A table comes in...
U.S. Markets face their first real test of 2020
As US Markets face their first real test of 2020, we are keeping an eye on China, specifically the development of the Wuhan Flu story. Make no mistake, this isn’t something to take lightly. Our government and governments around the world are coming up with...
A big financial firm was running around with an ad that asked, “what is your number?”
A few years back, a big financial firm was running around with an ad that asked, “what is your number?” This ad has stuck with me for a while for a few reasons, the biggest being its incorrect focus. The commercial insinuated that saving and hitting a “number” should...
What is the SECURE act? How does the SECURE Act affect me?
By now, you may have heard of the SECURE act, but my guess is your wondering, what does it really mean for me? Well, we’re here to help! What is the SECURE act? The SECURE act (Setting Every Community Up for Retirement Enhancement) is a bill that was passed by both...