Holly Lenderman Sundman, MBA

10/03/2025

Thank you to everyone who showed up today for the soft launch of my downtown Winston location for Pinnacle Wealth Group, LLC! From our CEO who came in town to old coworkers, I truly want to thank everyone for showing up. This has been a dream come true and I cannot wait to see what the next year has in store 🎉

09/09/2025

💡 The biggest risk in retirement isn’t market volatility… it’s outliving your money.
That’s where income annuities step in.
Think of them as your personal pension plan—a steady, predictable stream of income you can’t outlive. While the markets move up and down, your annuity check shows up every month, rain or shine.
✅ Peace of mind: No more worrying about how long your savings will last.
✅ Predictability: A guaranteed income floor to cover essentials.
✅ Flexibility: Tailored options that fit your goals and timeline.
In a world where retirement planning often feels like a guessing game, income annuities bring back something we all crave: certainty.
If you’re thinking about how to transform your savings into reliable income, it may be time to explore whether an annuity deserves a seat at your retirement table.
👉 Let’s start a conversation—what does peace of mind in retirement mean to you?

07/08/2025

I’m so thrilled to announce that my current position as a Managing Director at Pinnacle Wealth Group, LLC is a thriving professional workspace of talented and dedicated individuals striving for diversity and inclusion in the world of finance. This has been near and dear to my heart to align with the right company who values others strengths so that they are not only heard for their hard work; but SEEN for their talents. As a woman in finance this can often be a difficult space to navigate but I want to let everyone know that if you are thinking of making a change to be on a dedicated team with a ton of support to grow your business, I am HERE FOR YOU. Please reach out and let me help connect you with others to grow your business. Even if we don’t work together, I’d still love to connect. Networking makes the dream work!

07/04/2025

Celebrating the spirit of freedom and unity this Independence Day. Wishing everyone a safe and joyful holiday!

06/19/2025

Today we celebrate Juneteenth by reflecting on the history, culture, and achievements of African Americans everywhere.

06/07/2025

Please consider these suggestions over the next few days:

**Review Your Retirement Accounts!
Many individuals have old 401(k) accounts that may not be structured for optimal growth. It’s essential to review these accounts to ensure they align with your financial goals. A strategic assessment can help you:
- Maximize your investment potential
- Streamline your accounts for better management
- Eliminate unnecessary fees

**Where do you sit with life insurance coverage?
I want to emphasize the importance of protecting your loved ones. Life is unpredictable, and having the right coverage ensures that your family is financially secure, no matter what happens. This last month I’ve seen so many tragic losses that were just on the brink of being covered, but hadn’t yet made that final step. Don’t be caught in that situation! Why put off something so simple as having your family covered? A simple plan will help you:
- Get the peace of mind now
- Combat unpredictable rising costs of living
- And maintain financial stability

Do it NOW …while your rate is the lowest it will ever be. Don’t wait until it’s too late.

Contact me today for a personalized consultation to protect your family and secure your financial future. Your future self will thank you!

06/01/2025

Term life insurance offers valuable coverage for a set period — here’s how it works and when it makes sense to buy a policy.

Term life insurance offers affordable coverage for a set period — here’s how it works and when it makes sense to buy a policy.

05/25/2025

Today we honor and remember the brave men and women who gave their lives in service to our country. We are forever grateful for their sacrifice and the freedoms they have secured for us.

05/22/2025

Rules for Required Minimum Distributions (RMDs) just got friendlier. Based on new changes to SECURE 2.0 Act some clients can now use annuity income to offset other RMDs distributions from other non-annuitized qualified retirement accounts. New York Life is here to help make annuity conversations easier. Let’s connect to see if this strategy makes sense for you.

04/01/2025

Americans are staying in the same job for shorter periods of time than in the past. Learn how a job change could affect your personal finances and preparing for the future.

Job tenure is decreasing, according to this analysis. Workers leaving their jobs should keep these financial considerations in mind.

03/25/2025

Women entrepreneurs are less likely to feel financially successful than men who own small businesses, according to a new NerdWallet survey. Read more.

A new NerdWallet survey finds that women entrepreneurs are often juggling multiple jobs, but still don’t feel financially successful.