What does it mean to be 18 years old? From a personal perspective, it means college and freedom. However, from a legal perspective, it can be a liability, not only for the 18-year-old but for you, the parents, as well. When your child turns 18, parental legal...read more
Since it was first introduced as part of the Tax Relief Act of 1997, the Roth IRA has been immensely popular, particularly for individuals who expect to have the same or a higher marginal tax rate in retirement. Unlike the traditional IRA, a Roth IRA is funded with...read more
According to a recent study published by Morningstar, more than six million Americans over the age of 65 require long-term care because of either cognitive challenges or the inability to perform essential tasks of daily living. Industry analysts project that, by 2050,...read more
As a nurse, you spend your working hours attending to the physical health of your patients. You know that one of the key components of being physically healthy is being proactive—not waiting until a physical crisis arises, but taking the little steps to minimize...read more
You hate to see an investment go south, but it is almost impossible to pick a winner every time, or to know the right time to sell, so that you don't take a loss. But even a losing investment can have a good side, as you might be able to use the loss to lower your tax...read more
Contact the Pinnacle Financial Group
At The Pinnacle Financial Group, we’ve provided sound risk management advice to individuals and businesses in New York and Connecticut for two decades. We understand the critical role insurance planning plays in securing your financial future and protecting your family. We’ll carefully explain your options and the different strategies available to you, so that you can make the right decisions for you and your loved ones.
To schedule a free initial consultation, call our offices at 516-763-9700 or complete the form provided below.
9 South Long Beach Road
Rockville Centre, NY 11570