Ryan Ovenden, CFP®, Wealth Advisor, defines a hot topic: Robo-Advisors. He talks about what to consider if you’ve thought about utilizing a Robo-Advisor and how it compares to a Financial Advisor professional in building a custom financial plan.
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Your 2025 Tax Update: What’s Changing for Your Money
Every year brings changes in tax rules, and 2025 is no exception. Whether you are saving for retirement, running a business, or planning for your family’s future, these updates could affect your financial decisions throughout the year. While some changes simply adjust for inflation, o …
6 Common Financial Planning Mistakes and How to Avoid Them
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 …
Mastering Financial Planning with the Bucketing Approach
When it comes to managing your wealth and pursuing your financial goals, clarity can be key. Enter bucketing, a powerful strategy that helps simplify your financial planning by categorizing your assets into three time-based buckets: today, tomorrow, and the future.
Back 2 Basics
The good news is that American households have a total net worth of $85.2 trillion. The bad news is that most families are still behind where they were financially in 2007. In a recent survey, over half of Americans said they had less than $1,000 in their checking and savings accounts combi …
Why Should I Hire a Financial Advisor? 5 Benefits of Financial Advice
As an advisor, we get tasked with showing someone why they should pay us to give them advice. If clients can do it all themselves or hire a computer to invest, what is the true value of having a financial advisor? Is it really worth it?
2025 Calendar: Key Tasks & Financial Dates
Get ready to tackle 2025 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.
How to Pay for Long-Term Care
Long-term care expenses can be overwhelming, especially for those who didn’t understand the costs they would experience later in life. How will you pay for long-term care in the final chapters of your life? Watch our webinar, “How to Pay for Long-Term Care” with Carson Group’s Vice Presid …
Make Financial Education a Family Affair: Raising Money Smart Kids
Make Financial Education a Family Affair: Join the “Raising Money Smart Kids” Webinar!
In today’s world, financial literacy is more than just a skill—it’s a crucial life tool that can shape your child’s future and family generations to come. We know our home is where our children learn our family values. At Pinnacle Wealth, we believe this should include understan …