Insights

For entrepreneurs, farmers, realtors, and anyone living on variable income, money management often feels like riding a roller coaster you didn’t intentionally get in line for. Some months are flush. Others are frighteningly thin. And unlike the traditional advice designed for W-2 earners wi …

Preparing for retirement means making a lot of financial decisions, but one question consistently tops the list: “Should I pay off my mortgage before I retire?” If you’re asking this question, you’re not alone—and there’s a good reason why this concern comes up …

For those without a clear plan, investments can lead to stress, uncertainty, and even financial setbacks. Nik Aamlid, CFP®, CKA®, CAP®, Wealth Advisor at Pinnacle Wealth, believes the right investment strategy is the key to helping reach your financial goals with confidence. Below, Nik shar …

As tax season comes to a close, many taxpayers breathe a sigh of relief, file away their documents, and move on. But according to Nik Aamlid, CFP®, CAP®, CKA®, Wealth Advisor at Pinnacle Wealth, that’s a mistake! Your tax return isn’t just a formality; it’s a powerful financial tool t …

As a new year begins, it may be a good idea to make some resolutions regarding how we manage our money. According to Pinnacle Wealth Advisor Nik Aamlid, CFP®, CAP®, CKA®, financial planning isn’t just about saving money; it’s about creating the life you want to live. Many people focus on imm …

  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 …

Hear from Nik Aamlid, CFP®️️️️, CAP®️️️️, Wealth Advisor, as he shares perspective on how we can have a healthier view of money during his interview on the RESGEN Giving Life podcast. He also shares a personal story about how an injury sent him on a life evaluation journey.