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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 …

If you’ve watched the markets for more than five minutes, you’ve probably felt it: excitement when something’s “taking off,” anxiety when everything turns red, and that nagging fear that you’re either missing out or about to lose your shirt. Most investors know they’re supposed to be divers …

Your financial goals are constantly changing, but your financial plan isn’t always nimble enough to change with them. That’s why it’s important to keep a well-stocked account to use as an emergency or opportunity fund for your goals. Here’s a scenario where an opportunity fund could help me …

When market volatility occurs, it’s completely natural to feel anxious about your finances. This is an uncomfortable time for all investors, seasoned and new.   It’s important to remember that market volatility is nothing new. If you’re working with a financial advisor, your financial plan …

Get ready to tackle 2026 with this month-by-month financial task list. We’ve also included important dates so you won’t miss key deadlines. Download the checklist today to get started.  

The last few weeks of the year can offer some final opportunities to shape your tax outlook—not just for this year, but for years to come. December shouldn’t be a scramble—it should be intentional. This is the moment you can align your financial picture with year-end deadlines, market condi …

Tax planning can be key to helping you achieve your financial goals. But it can’t happen in isolation. I believe the smartest approach is to align your tax strategy with your overall financial objectives—whether you’re aiming for early retirement, building a legacy for your fami …

Tax laws can feel like a moving target, with new rules and changes popping up all the time. One topic getting a lot of attention is the 0% capital gains rate, especially with recent discussions in Congress. You might be wondering what this tax break is and how you can use it to your advanta …

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 …

Most people approaching retirement focus on one big question: “Do I have enough saved?” While that million-dollar nest egg might look impressive on paper, Luke LaRock, NSSA®,  Associate Wealth Advisor at Pinnacle Wealth, warns that the real challenge is understanding what that m …