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Author Archives: Pinnacle Advisory Group

Two Ways To Ease The Retirement Transition

Financial PlanningBy Pinnacle Advisory GroupSeptember 3, 2019

I’ve had two clients in the recent past who struggled with whether or not they should retire. Neither client cared for their jobs, but didn’t think they were ready for retirement, and so decided to stay put until they figured out ‘what was next.’ Shift From Full-Time To Part-Time Work In the first case, the…

Social Security Planning For Baby Boomers

Financial PlanningBy Pinnacle Advisory GroupAugust 1, 2019

Born in the period between 1946 and 1964, a new wave of baby boomers retires every day. And for those boomers turning 62 this year, this will be the first opportunity to claim Social Security benefits. Unfortunately, they’ll suffer penalties if they do so before full retirement age. That’s why it’s so important to know all your…

Five Ways to Boost Your Retirement Savings

Financial PlanningBy Pinnacle Advisory GroupJune 28, 2019

Do you feel confident that you are saving enough for retirement? If not, here are five ways to boost your retirement savings. 1. Know your numbers Many people have no idea how much they actually need to save to meet their retirement goals. If you don’t know your individual numbers, you might assume you need…

A Fork In The Road: A Market Review

Investment TeamBy Pinnacle Advisory GroupApril 17, 2019

During the first quarter of 2019, markets staged an unexpectedly scorching bounce-back from a tough end of the year in 2018, and in the process, washed away investor fears that had built during the back half of 2018. Domestic and international stocks led the charge with double digit returns; commodities and corporate bonds had a…

12 Money-Smart Gifts To Give During Retirement

Financial PlanningBy Pinnacle Advisory GroupApril 4, 2019

So you’ve made it to retirement, and realize you have done it with room to spare. A surplus of assets, more than enough to cover your desired lifestyle for many years to come, puts you in a position to have a meaningful impact on the lives of those you love, and on the causes you…

Bears, Bottoms, and Budding Opportunities

From the Corner Office, Investment TeamBy Pinnacle Advisory GroupFebruary 13, 2019Leave a comment

We believe that stocks are currently caught in a shallow cyclical bear market, which will ultimately run its course this year,

Avoid These 8 Retirement Planning Mistakes

Financial PlanningBy Pinnacle Advisory GroupFebruary 8, 2019

Mistakes made when planning for your retirement can have disastrous consequences. Here are eight critical (but common) errors you should avoid… 1. Don’t retire away from a job; instead, retire to a well-designed retirement plan. Spend time thinking about what you want to do in retirement. What will you do every day? Will you join a club…

5 Popular Myths About Debt… And How They Impact Your Credit Score

Financial PlanningBy Pinnacle Advisory GroupJanuary 24, 2019

Eight out of every ten American adults have some form of debt. Properly managed, debt can enhance a person’s lifestyle. For something so common, though, people often have conflicting emotions about it. In fact, debt is the top cause of financial stress in the United States. The situation is not helped by the hysteria and half-truths commonly found…

Twilight Zone Redux: A Market Review

Investment TeamBy Pinnacle Advisory GroupOctober 18, 2018

The third quarter saw mixed performances across the major asset classes. Large cap U.S. stocks surged, developed international equities and U.S. bonds were flat, while emerging market equities and commodities experienced modest losses. The clear winner for the quarter and year to date has been the U.S., as domestic investors have been rewarded with sizable…

Is Your Retirement Bulletproof?

Financial PlanningBy Pinnacle Advisory GroupSeptember 7, 2018

How much money do you need to retire? It’s a familiar question with an unsatisfying answer: it’s complicated. It depends on how much you’ve socked away, how much income you’ll have coming in, how much you plan on spending and how long you live. There’s no one size fits all, it’s unique to you. To…

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