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
One way or another, financial issues are almost always intertwined with divorce. Financial difficulty is one of the most often-cited causes of divorce. But financial planning is even more critical in the aftermath of a marital breakup. Here are some concrete steps you...read more
It's a long time since January, but it is never too late to revisit your New Year’s resolutions. If one of them was to get your financial house in order, here are some suggestions to help you start moving in the right direction: Be willing to wipe the slate clean—Take...read more
When you have worked hard to build up your net worth, you want to take the appropriate steps to ensure that you minimize the tax consequences to your loved ones on the transfer of your property at your death. One of the most effective ways to do that is to make gifts...read more
Choosing a Smart Option for Collecting Your Social Security Benefits If you've worked a job where you've paid FICA taxes, and you've worked enough quarters to qualify for payments from Social Security, you can start receiving payments as early as age 62. But you have...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