Posts Tagged : Retirement

How the New Financial Law Affects Pinnacle Clients

April 13th, 2016 by

As the laws governing how financial professionals guide client retirement assets are set to change, financial advisors are being required to place the interests of their clients first. With this change, all advisors must not only recommend investments that are suitable for their clients, but more importantly, they must act as a fiduciary and place […]

5 Estate Planning Tips for 2016

January 29th, 2016 by

We are pleased to share with you an article written by David Kauffman, a Wealth Manager at Pinnacle Advisory Group and a former attorney. We invite you to share it with anyone who may be interested.  This is general information that may not apply to your specific situation.  As always, please call us at (305) […]

Did Congress Just Kill Your Social Security Strategy?

October 30th, 2015 by

If you were hoping to execute a ‘File and Suspend’ collection strategy of your Social Security benefits, you only have a few months remaining. Under this week’s budget legislation, Congress is killing off the various “File and Suspend” and “Restricted Application” strategies to allow spousal and dependent benefits to be paid while still earning delayed […]

The Perpetual Paycheck?

June 30th, 2014 by

The “Perpetual Paycheck” Perhaps the hardest thing for a new retiree to get his or her head around is creating an income stream.  All your life you have received income from your employer or your business.  Like most successful retirees, you have made a habit of regular additions to retirement accounts, investment accounts and savings.  […]

Spending in Retirement?

June 16th, 2014 by

Below is an article on retirement spending written by our good friend Bob Veres, publisher of the financial planning newsletter Inside Information. We believe that it is important to have a really good handle on your spending so that you can make sure that your retirement will be financially successful. It’s also important to revisit […]

What Are You Retiring TO?

June 9th, 2014 by

Retirement is usually an eagerly awaited, much anticipated transition. But not all retirements are the same. Some new retirees wake up each morning energized by the things they have planned for the day. Others struggle with boredom, loss of identity, lack of structure. A really successful retirement happens when you are moving TO a new […]

How to Get Your Social Security Annual Statements Online

May 22nd, 2012 by

Last year the Social Security Administration stopped mailing annual statements to people under the age of 60, saving about $60 million a year. But now the statements are available online at Since the service launched May 1, over 130,000 people have signed up. Your Annual Statement gives you an estimate of the benefits you […]

Women and the (Financial) Ticking Clock

May 19th, 2011 by

Do women have special issues when it comes to retirement? Certainly, they tend to earn less over their lifetimes and they live longer than men. CBS4’s Joan Murray called The Enrichment Group to discuss whether women have more fear about facing up to the issue of funding their own retirement. Harriet provided some informationand a few […]

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