Dress Rehearsal

Did you know you can utilize a health savings account (HSA) to invest for your future? HSAs have many tax benefits, including tad-deductible contributions and tax-deferred growth. But is one right for you? This worksheet will help you determine if you qualify, as well as identify common mis …

Are you ready to feel more confident and in control of your finances? Then it’s time to consider working with a financial advisor.

When most people consider a job offer, they tend to focus on one thing: salary. But while your paycheck is important, it’s only one piece of the puzzle. Your full compensation package also includes your employee benefits—retirement accounts, insurance, personal time off, and much more.

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 …

If your only tax strategy is filing by April 15, you’re missing long-term opportunities. Proactive tax planning goes beyond annual compliance—it’s a powerful strategy to pursue income and reduce taxes throughout your lifetime.

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 …

Pinnacle Wealth Advisor Ryan Ovenden, CFP®, CKA®, recently reviewed the average annual expenditures of Americans based on data from the Consumer Expenditures Survey 2023 by the Bureau of Labor Statistics. The data offers an important perspective on how Americans allocate their income and hi …

Want to plan better for next year’s tax return? Learn about smart tax planning in our Winning in 2025: Tax Strategies for a Thriving Year webinar, now available for viewing on-demand.  

Like gardening or working out, tax planning is one of those activities where you get out what you put in. Plenty of us have a weight bench gathering dust in the garage that hasn’t gotten us into any better shape, or a plot in the backyard that just won’t grow anything because we never weed …

Each year it is important to review your plan to ensure you are taking advantage of all the tax breaks and incentives available to you. Annual inflation adjustments and new laws create opportunities to save for retirement or reduce your tax bill. To help you make the best decisions regardin …