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.
Saving for college and retirement can be difficult for many families.
Health savings accounts are a popular resource commonly used by individuals covered by a high-deductible health plan. Whether you have access to an HSA through your employer or you opt to enroll in one on your own, there is much to learn about these flexible savings vehicles.
Read on to learn about their many features.
How time flies. The first of the baby boom generation will be required to start taking Required Minimum Distributions (RMD) from their retirement accounts this year. Read on to learn some crucial "basics" about RMDs and how the rules governing them may affect you.
Our team is dedicated to helping ensure your accounts are safe and secure. Please follow these tips when creating passwords online.
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.