Kelly Wright joined Pinnacle in August 2016 as our Director of Financial Planning. He has over 25 years of experience in creating financial plans and managing the development of financial planning efforts. Kelly is a member of our Management Team and primarily works with our Wealth Managers and Planning Associates in providing our planning and wealth management services. He has been a CFP® since 1992 and has an MBA with a concentration in Finance from Loyola University Maryland and a Bachelor’s degree in Mechanical Engineering from the University of Maryland.

Proposed Tax Law Giveth… And Taketh Away

On May 23, 2019, the House approved the Setting Every Community Up for Retirement Enhancement(SECURE) Act of 2019 by a vote of 417 to 3, extending the age when investors must start taking distributions along with many other provisions. Most notably, one major provision includes moving the beginning of RMDs (Required Minimum Distributions) from the age of…