Pinnacle Wealth Partners

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Pinnacle Wealth Partners

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Providing innovative strategies for all walks of wealth.

10/15/2026

Aging in place is a goal for many retirees, but remaining at home doesn't necessarily mean avoiding long-term care expenses.

Depending on an individual's needs, costs may include home modifications, transportation, assistance with daily activities, and professional in-home caregivers.

These expenses can significantly affect retirement income, savings, and even the financial well-being of family members who may become caregivers.

Whatever you decide, discuss your plans with family and your financial advisor so they can prepare to support you.

10/08/2026

October is Cybersecurity Awareness Month!

Scammers are getting more sophisticated, but a few simple habits can help protect your financial information.

🔐 Use unique passwords for your financial accounts.

📱 Turn on multifactor authentication.

📩 Be suspicious of unexpected texts or emails asking you to click a link.

🔔 Set up account alerts for unusual activity.

📞 If something seems suspicious, contact your financial institution using a phone number you know is legitimate.

And remember: Scammers often create a sense of urgency. It's always OK to slow down and verify before taking action.

Have you checked the security settings on your financial accounts lately?

09/29/2026

Open enrollment is coming. Is your team ready?

For employers, a little preparation can go a long way toward helping employees feel more confident about their benefit decisions.

Now is a good time to think about:

☑️ Communicating upcoming plan changes in advance of the enrollment window.
☑️ Ensuring enrollment dates and deadlines are posted and shared often.
☑️ Clearly identifying a point of contact for enrollment questions.
☑️ Scheduling team meetings for a briefing on plan options.

Benefits are an important part of your employees’ overall financial picture. Setting clear expectations and sharing information early can help them make informed decisions for the year ahead.

09/24/2026

Turning 50 comes with at least one financial perk: the chance to save a little more for retirement.

If you’re age 50 or older, the IRS allows you to make an additional “catch-up” contribution to your IRA each year, above the standard contribution limit.

It may not seem like a huge difference from year to year, but those extra contributions can add up — especially if you still have a decade or more before retirement.

Already 50? It might be a good time to ask: Am I taking full advantage of my catch-up contribution?

09/22/2026

The leaves are changing, the temperatures are dropping, and a new season is officially here.

Fall reminds us that change is part of life, and sometimes our financial plans need to change right along with it.

Happy First Day of Fall! 🍂

09/15/2026

What happens to your business when you’re no longer there to run it?

For business owners, life insurance can be a key part of a broader succession strategy.

Have you thought about:

☑️ Who would take over the business?
☑️ What would happen to your ownership?
☑️ Would your family need income from the business?
☑️ Would your partners have the funds to buy your share?

A little planning today can help lay out a clearer path for what might happen next.

09/07/2026

Happy Labor Day! 🇺🇸

Today, we celebrate the hard work, dedication, and contributions of workers across our communities.

Please know that we appreciate everything you do and all of the sacrifices you make for the greater good! 🙌

Wishing you a safe and relaxing Labor Day!

09/01/2026

When you're young, single, and just getting started out on your own, insurance may not be at the top of your financial to-do list.

Whether protecting your income or covering your car, planning ahead while you’re young and healthy can be a wise decision and may help build a stronger financial foundation.

Take a few minutes to read our article on the types of insurance to consider as a young and single person: https://www.mnpwp.com/resource-center/insurance/insurance-needs-assessment-when-youre-young-and-single

08/21/2026

If you've switched jobs, consider reviewing any old 401(k) accounts you may have left behind. Knowing your options is the first step to simplifying your financial picture.

Our team can help you understand the options so you can move forward with greater confidence.

5094084-012026

08/19/2026

It's almost back-to-school time, so let's get back to basics! Take a moment to review your basic plan information, such as beneficiaries, coverage amounts, and planning goals.

Address

11100 Wayzata Boulevard, Suite 405
Minnetonka, MN
55305

Telephone

+19522774331

Website

https://www.mnpwp.com/

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