Financial Planning Update - Fall 2024
October 23, 2024
At Pinnacle Associates, we understand that addressing health-related financial issues requires both sensitivity and a proactive approach. In this Fall edition of our Financial Planning newsletter, we explore key areas that will help you navigate the financial complexities as you approach retirement. Inside this guide, you’ll discover important insights on maximizing Social Security benefits, managing portfolio allocations, making the most of Roth conversions, and understanding Medicare. We also address the potential impacts of the Tax Cuts and Jobs Act’s impending sunset and offer personalized strategies for safeguarding your investments as you move into this next chapter of life.
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Founded in 1984, Pinnacle Associates, Ltd. is a forward thinking, multi-billion dollar investment advisory firm focused on transparency and putting clients first. We provide advice to individuals and families, institutional investors and other financial institutions.
