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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...
432.
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...
433.
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...
434.
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...
435.
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...
437.
The Pinnacle Story
The story of Pinnacle should always start with “Why?” Why did a group of Nashville business leaders decide to start a new bank at a time when the city already had dozens of them?
Our three founders, Terry Turner, Rob McCabe and Hugh...
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Our Associates
– Read the Pinnacle case study featured in Joe Calloway's book Indispensable: How to Become the Company your Customers Can't Live Without.
It's the people. It is impossible to be the best financial services firm without having the best people – and it’s v...
