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Creating a Financial Readiness Kit
Good practice tells us to prepare for disasters, natural or otherwise, by having a plan: a plan to keep our family safe, our home secure and our supplies stocked. But we don’t talk enough about having a plan for our finances.
If the worst happened to you to...
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How the New Overdraft Rules Affect You
Do a quick Google search for “overdraft changes for debit cards,” and you’ll come up with nearly 300,000 results. That’s because new consumer-protection rules on bank overdraft fees for ATM and debit card transactions will take effect this summer. Once the...
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6 Ways to Cut Business and Personal Expenses
In any economic environment, businesses and individuals look for ways to trim expenses and maximize efficiency. Who wouldn’t want to save a few bucks if they could? But taking some steps to save money becomes even more crucial when times are tough.
Followin...
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Managing Personal Finances Like a Business
Many people don’t think about their lives as a business, but a lot of the lessons we learn at work can serve us well at home. For example, most of us deal with money in some way at the office, even if we’re not accountants or CFOs. But then we take a more r...
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5 Facts about Estate Planning
It’s a common misconception that estate planning is only for the wealthy. The fact is, everyone needs an estate plan. Here are the main points you need to consider when working with someone to create your estate plan.
1. Everyone needs an estate plan regard...
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5 Frequently Asked Questions about Tennessee’s Inheritance Tax
The national debate about charging federal estate taxes has revealed some misconceptions about Tennessee’s laws. Many Tennesseans are surprised to hear that the state does have an inheritance tax. Here are the frequently asked questions about Tennessee’s i...
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Tips for Coaching Your Kids on Finances
Kids learn most of what they know about money at home, according to the Jump$tart Coalition (more about them below). Here are some ways you can coach your children so they learn financial lessons that will carry them through a lifetime.
Set a budget for clo...
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Helping Elderly Parents Manage Finances
Millions of Americans are caring for an older adult, usually a parent. Caregiving isn’t limited to ensuring that relatives receive medical attention and keep their houses clean. It also includes assisting with money management tasks and financial decision m...
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About Pinnacle
Explore these sections to get a sense of our firm – what we believe, what we do and how we do it so well.
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Who We Are
– Read the Pinnacle case study featured in Joe Calloway's book Indispensable: How to Become the Company your Customers Can't Live Without.
Our Vision
To be the best financial services firm and the best place to work in the Southeast.
Our MissionPinnacle Fi...
