Downloadable Library

Five Essential Documents to Protect Your Wealth

Five Essential Documents to Protect Your Wealth

Having certain legal documents and arrangements in place will help ensure that your property is distributed according to your wishes. What essential documents should you have in place to protect your wealth?

2022 Tax Planning Guide

2022 Tax Planning Guide

This new 2022 Tax Planning Guide can be a valuable resource to stay prepared for the upcoming tax season.

5 Estate considerations for the LGBTQ+ Community

5 Estate considerations for the LGBTQ+ Community

Members of the LGBTQ+ community have faced numerous challenges on the road to having their relationships being considered equal in the eyes of the government. As such, this requires a careful examination of their estate strategies to ensure that their wishes are carried out

4 Critical Social Security Facts Retirees Must Know

4 Critical Social Security Facts Retirees Must Know

Social Security is a significant concern for many Americans and plays a vital role in retirement. This whitepaper shares some important facts about Social Security and what investors should know.

Take Charge of Your 401(k)

Take Charge of Your 401(k)

Highlights Include:

  • Information that can help you save thousands in taxes and fees
  • Tips for speeding up retirement preparations
  • Critical mistakes to avoid
SECURE Act 

SECURE Act 

The SECURE Act changed the landscape of investing. Most of the provisions took effect in 2020, leaving many unsure of how their retirement and investing strategies were affected. While the most drastic changes were made to retirement accounts, there are several other provisions that have also changed investment strategies for younger investors. 

Five Ways to Stay Confident in Retirement

Five Ways to Stay Confident in Retirement

Today's retirees are living longer and experiencing retirement in new ways. They’re traveling the world, learning new skills, and redefining the retirement community. Sound expensive? It can be. This ebook takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt.

Women and Investing

Women and Investing

Women investors face many challenges to building wealth and preserving their financial futures. Our team at Pinnacle Wealth Management developed this resource as a guidebook for women who are seeking perspectives on how to take control of their financial lives.

Peace of Mind Checklist: Organizing Your Financial Documents

Peace of Mind Checklist: Organizing Your Financial Documents

You, like most people, have an abundance of personal and financial documents to organize. It's no secret that this can be a formidable challenge -- one that becomes even more difficult with age.
In order to help you overcome this challenge, we are providing you with our Peace Of Mind Checklist that will catalog the location of important forms and documents to help keep you organized!