As a thank you to our clients and community, our office will be open for hors d’oeuvres and drinks during the Western Springs holiday walk. Please bring your friends and family to join us for a casual but lively open house. To ensure we have enough food and drinks we kindly ask that you RSVP to Jeanne@mypinnaclefinancial.com by Friday, November 25.
Protecting your personal information is of the upmost importance to us. The attached piece comes from the State of Illinois and provides resources if you want more information on what to do if you think your identity has been compromised.
High-deductible health plans can offer significant savings in annual premiums, but they often pose greater limitations than low-deductible plans and are not for everyone.
To be viable, a retirement income strategy needs to account for the effects of longevity, inflation, health care expenses, and the uncertain future of Social Security.
By planning ahead and taking advantage of these time-proven tax strategies before year-end, you may be able to lessen your tax bite come April 15.