Pinnacle Group Financial Services

A message to all our clients during these uncertain times.

Last month, Coronavirus fears sent stocks into correction territory, as investors grappled with the rapidly unfolding story.

Health-care coverage (including Medicare) typically does not cover extended medical care. #Medicare

Even in death the IRS wants a final income tax return for the deceased taxpayer. Know some special rules.

The tax rules that govern donating art are complex and confusing. #taxes #art

When you choose to take Social Security might impact your retirement income. Find out how. #socialsecurity #retire

Wondering about your choices for putting aside money for retirement? Learn more about your options. #Annuities

When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving

The choice of business structure is not a final decision. You may amend your business structure to your changing needs.

What can a fairy tale teach us about goal-setting success? Watch our video and find out.

Are you overpaying your #taxes? Here’s six overlooked #tax #deductions.

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?

These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit

When a bubble bursts, it can hurt the economy and your net worth. #economy #bubble #tulipmania