The month of October is National Financial Planning month!
Are you celebrating? We sure are!
Entering the final quarter of the year is a great time to pull back and take a high-level look at your financial picture. Effective planning is the path to freedom.
Nik Aamlid, CAP® Wealth Advisor explores creative ways you can “celebrate” this month along with us.
0:00 Introduction
0:52 #1 – Budgeting for the Holidays
1:24 #2 – Year-End Tax Planning
2:08 #3 – Giving and Philanthropy
3:00 #4 – Revisiting Your Plan
4:00 #5 – Saving’s Goals
5:06 #6 – Contact Your Advisor (our favorite!)
“Celebrate” by thinking ahead and being responsible.
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COMPLEMENTARY RESOURCES:
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ROTH IRA vs. Traditional IRA quiz: https://www.pinnaclewealth.com/calculator-roth-ira-traditional-ira/
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Pinnacle Wealth is a Sioux Falls, SD based full service wealth management firm focusing on comprehensive financial planning and the utilization of all financial tools at our disposal to work in concert toward pursuing your goals.
But we feel the more important question to ask is “Why do we offer these financial tools?” rather than “What financial tools do we offer?”
We seek to reduce your financial distractions by taking care of the painstaking details, freeing you to relax, live confidently, and enjoy life. Every financial process or strategy we consider or implement should answer your questions, raise your financial awareness or reduce the number of surprises you experience. To succeed we must carefully listen and understand your financial goals, concerns and even fears and provide potential solutions.
