Designing a Financial Future You Both Love
Money and marriage (or any long-term partnership) are deeply connected—even if you never talk about it out loud. As Wealth Advisor Kevin Engbers, CFP®, CEO & Founder, puts it, retirement planning isn’t just about “dollars and decimals.” It’s about two people choosing the kind of life th …
Defining the Family Index Number
Most people measure investment success by beating the S&P 500 or accumulating a magic retirement number they’ve heard about. But here’s what Kevin Engbers, CFP®, CEPA®, Wealth Advisor, CEO & Founder at Pinnacle Wealth, wants you to know: “Markets and milestones don …
Revisiting and Refining the Pinnacle Wealth Process
The financial industry is constantly evolving, and our team at Pinnacle Wealth understands that standing still means falling behind. We’ve spent the summer months taking a comprehensive look at our client process, because continuous improvement is at the heart of exceptional service. …
What to Look for and How to Hire a Financial Planner
Are you ready to feel more confident and in control of your finances? Then it’s time to consider working with a financial advisor.
The journey to True Wealth is taken S.T.E.P. by S.T.E.P.
Service: As stewards of our clients’ financial well-being, we take our responsibility seriously and strive to always act in their best interest. We believe in educating our clients about their finances while empowering them to make informed decisions and pursue their goals.
Should I Invest or Pay Off Debt?
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.
Is $1,000,000 Enough to Retire in Sioux Falls, SD
The constant worry — do I have enough?
How To Survive An Anaconda Attack
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.
Planning & Perspective: How are You Buying Your Bananas?
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 …
Driver’s Education and How to Navigate the Road to True Wealth
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 …
