401K, IRA, Which Way?

  Nik Aamlid, CFP®, CAP®, Wealth Advisor, shares the biggest financial mistake he’s seen people make and how to avoid it for yourself. Regardless of where you’re at in your personal financial planning journey, our team can help. The Pinnacle Wealth team is driven by service and a desir …

  Part of a comprehensive financial plan is having a specific plan in place for what happens to your assets after someone passes. While you might be familiar with the terms ‘will’ and ‘trust’ – do you know the difference? Nik Aamlid, CFP®, CAP®, Wealth Advisor, talks about the pr …

There are seven steps to the financial planning process and we’re breaking them down for you because all seven are equally important and you need all seven to provide a comprehensive plan. Nik Aamlid, CFP®, CAP®, Wealth Advisor, breaks down the first three steps in the process and why havin …

It’s an age-old debate: Should I invest or should I pay off debt with extra money in my budget? In this video, Wealth Advisor Ryan Ovenden explains the principles of debt and risk management, as well as providing examples for people on how to approach their financial futures.

Believe it or not, surviving an anaconda attack is much like surviving a bear market. Both are fairly terrifying, but don’t have to be.

How does 50 degrees sound on a day like today? Your response to that question might depend on whether you’ve been living in the Midwest all winter or if you’re returning from a southern getaway where temps are much more favorable. Our CEO and Wealth Advisor Kevin Engbers, CFP®, CEPA®, talks …

Life comes at you fast: Kevin Engbers, CFP®, CEPA®, Founder, CEO and Wealth Advisor, recently got the call that his eldest granddaughter is learning to drive. Recalling his own drivers’ education experience with his father, Kevin shares some key lessons that also apply to navigating the cur …

There’s a lot of information flying around related to the housing market and interest rates. Wealth Advisor Nik Aamlid, CAP® shares some things to consider as you navigate housing decisions in our current climate.   *******  

Have you built a team to support and nurture your financial goals? Consider our team at Pinnacle Wealth QB1. We’re here to truly quarterback your plan. Wealth Advisor Nik Aamlid, CAP® explains how our advisors are designed to be your *one* phone call to give you more time and more financial …

So many of us are locked into football during this time of year. But how is building a football program similar to building success in your financial life? Wealth Advisor Nik Aamlid, CAP® talks teams, building a “program” and finding success in 2023.