Retirement

Retirement Journey - New Roads, New Horizons

Retirement is a journey and some of us get lost along the way. Barbara Kreisman, PhD. discusses strategies to help you navigate the path.

Want to Retire Early?

Ask just about anyone you know, "Do you want to retire early?", and most people will answer, “YES!” But what does it really mean to retire early? How old do you have to be? How much money do you need to save? How can you live comfortably if you retire early and no longer have a steady income?

SECURE Act | The New Retirement Rules And What You Need To Know

The SECURE Act is the biggest retirement-related legislation in over a decade. New savings and tax planning opportunities demand everyone's attention. What changes do you need to make to your Retirement Strategy?

Should I Pay Off My Mortgage Before I Retire?

Should I Pay Off My Mortgage Before I Retire?What would your life look like without a mortgage payment? Would it make life easier?

What’s Next 401(k)

You have been a good saver and have faithfully contributed to your 401(k) for years. Now you are wondering if you are taking the right steps to ensure that your 401(k) will be sufficient to meet your future needs.

What's Next: Are You Ready to Retire?

Retirement can have many meanings for many people. For some, it will be a time to travel and spend time with family members. For others, it will be a time to start a new business or begin a charitable endeavor. But how do you know if you are really ready to retire?

DISCLAIMER: This presentation is prepared and circulated for informational purposes only and is not intended to provide specific investment advice or recommendations to any particular recipient. This presentation is not an advertisement and is not to be reproduced or redistributed to any other person without the prior consent of Pinnacle Wealth Management.  This presentation is neither an offer to sell nor a solicitation of any offer to buy any securities, investment product or investment advisory services. The information presented is subject to a more complete and comprehensive client description and does not contain all of the information necessary to make an investment decision, including, but not limited to, the risks, fees, and investment strategies. References in this presentation made to various financial indices are for illustrative purposes only.  In preparing these materials, we have relied upon and assumed without independent verification, the accuracy and completeness of all information available from public and internal sources. Pinnacle Wealth Management shall not in any way be liable for claims and make no expressed or implied representations or warranties as to their accuracy or completeness or for statements or errors contained in or omissions from them.