Pinnacle Wealth- SD

Wishing you a blessed and joyful Easter filled with hope and renewal.

Between the war in Iran and growing concerns around AI, it’s been a noisy stretch for markets. But volatility like this isn’t unusual, even in strong years. Earnings are still holding up. Pullbacks happen. And when fear builds, it can signal that much of the bad news is already priced in. Here’s how we’re thinking about what’s happening now and why the AI crash narrative may not hold up. Explore the full analysis: https://ow.ly/x5MU50YE3qj

Our Founder & CEO at Pinnacle Wealth, Kevin Engbers, CFP®, Wealth Advisor, has been in the industry for over three decades and has some strong guidance on what to look for in a financial planner. Learn more: https://lnkd.in/gCQyZXWP Watch a video here: https://lnkd.in/gNNQGzjv

Shred it or save it? We’ve got answers! With Shred Day around the corner on Wednesday, April 22nd, it’s time to sort through those stacks of paperwork 📄 ✅ Keep: Birth certificates, tax returns (7 years), home improvement receipts 🚫 Shred: Expired insurance policies, old utility bills, pre-approved credit offers Need a deeper dive into what stays and what goes? Check out our “What to Shred What to Keep” sheet here: https://lnkd.in/g7m2GJZ8 And this year, we’ve added an electronics drop box so you can safely dispose of your old cell phones and printers all in one stop. Mark Your Calendar for April 22nd from Noon to 3pm and we’ll see you there!

Holistic financial planning is not about selling products. It is about understanding the whole picture. A true financial partner looks beyond investments. They want to know about your goals, your family, your risks, and your transition plans. Especially during life changes, it brings confidence to know someone understands where everything is. Even if they do not manage every dollar, they help ensure nothing is overlooked. Confidence grows when both partners feel supported and prepared. That is the quiet strength of holistic planning. Watch or listen to the latest episode of the True Wealth Podcast on YouTube, Spotify, or Apple Podcasts. Listen on: Youtube: https://lnkd.in/gDEmqrGE Spotify: https://lnkd.in/gRpW9rm8 Apple Podcasts: https://lnkd.in/gmeynsHg Pinnacle Wealth: https://lnkd.in/gG6iRAGT #TrueWealth #PinnacleWealth #LifeAfterLoss #MoneyConversations #WealthPlanning #FinancialConfidence #LifePlanning

Life doesn’t wait until your 70s to throw curveballs. We’ve seen major health events, rising taxes, and creeping costs hit in people’s 40s and 50s. That’s why stress testing your plan now matters. It’s how you prepare for the unexpected��not just hope for the best. Because real retirement planning isn’t just about investments. It’s about protecting your future. Read more: https://ow.ly/Ju5L50WVZQX

Some financial moments stay with you forever. Not because of the numbers, but because of where you were when they hit. Sitting in an ICU room, unsure if your spouse will wake up, changes everything. And still, your mind drifts to the mortgage that is due tomorrow… and you’re unsure where to go to make sure it’s paid. In moments like that, money is not about growth or returns. It is about stability, preparation, and knowing what to do when life feels out of control. Planning is not just about building wealth. It is about protecting the person who may one day have to carry on without you. Watch or listen to the latest episode of the True Wealth Podcast on YouTube, Spotify, or Apple Podcasts. Listen on: Youtube: https://lnkd.in/gDEmqrGE Spotify: https://lnkd.in/gRpW9rm8 Apple Podcasts: https://lnkd.in/gmeynsHg Pinnacle Wealth: https://lnkd.in/gG6iRAGT #TrueWealth #PinnacleWealth #LifeAfterLoss #MoneyConversations #WealthPlanning #FinancialConfidence #LifePlanning

The transition from employment to retirement can be complex. Check out our strategies to address the most common concerns for soon-to-be retirees: https://ow.ly/5EXa50X8Mf5

“There was a time when Monday meant checking the account balance. And realizing there was only ten dollars left until Thursday.” Living paycheck to paycheck brings a kind of stress that is hard to explain. Every purchase feels heavier. Every day feels longer. Financial pressure affects more than numbers. It impacts stability, relationships, and confidence. No one plans to stay in that season forever. But having a plan is what helps you move beyond it. Beyond finances, our recent podcast guests reflect on a deeper transition. Their experience reinforces a core idea behind the True Wealth philosophy. Financial clarity matters, but true stability comes from relationships, shared support, and a sense of meaning that extends beyond money. Watch or listen to the latest episode of the True Wealth Podcast on YouTube, Spotify, or Apple Podcasts. Listen on: Youtube: https://lnkd.in/gDEmqrGE Spotify: https://lnkd.in/gRpW9rm8 Apple Podcasts: https://lnkd.in/gmeynsHg Pinnacle Wealth: https://lnkd.in/gG6iRAGT #TrueWealth #PinnacleWealth #LifeAfterLoss #MoneyConversations #WealthPlanning #FinancialConfidence #LifePlanning

You've planned and saved for years for your retirement. Now that you’re nearly there, let’s check in on what not to do so you can retire with greater confidence. https://ow.ly/SVQF50W4kXF