A will is the foundation of your estate plan and it is essential if your financial affairs are to be settled in accordance with your wishes. If you die without a will, or “intestate” as the law refers to it, essentially the state becomes your executor and your property will be distributed according to its laws.
We are often asked how grandparents and young parents should speak to their kids about money. This article from the Washington Post discusses ways families can discuss the subject with their young ones.
In this article, Fidelity discusses the benefits of having monetary benchmarks to shoot for to make sure you are saving enough for retirement. At Pinnacle, we see clients all the time who are doing better and worse than these benchmarks, so it’s not a fool proof way to guarantee a successful retirement. We think the habits one forms, hopefully at an early age, are as important
Pinnacle Financial Group was recently recognized in the Wall Street Journal as a Five Star Wealth Manager. Please use the link below to view a copy of the Wall Street Journal reprint.