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The Pinnacle Planning Group is pleased to announce our recent partnership with Retirement Planning Advisory Group (RPAG), the largest independent practice management firm nationally. We will utilize RPAG's leading-edge retirement plan consulting tools and resources to deliver enhanced value to plan sponsor customers.
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A strategy called pension maximization may enable a married pensioner to elect the higher payments of a single-life annuity while also providing for the spouse’s financial future.
The average net worth of U.S. families surpassed $1 million for the first time in 2022, but wealth levels vary greatly by age, housing status, education, and income.
Skyrocketing new vehicle costs and high interest rates could make leasing a cost-saving option. This article looks at the advantages and disadvantages of owning vs. leasing.
Auto insurance premiums increased more than 18% between July 2023 and July 2024. This article outlines some steps that may help reduce premiums.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
How much do you need to save each year to meet your long-term financial goals?