CKA Designation Webinar
Financial stewardship is about making intentional, value-driven decisions that build more than wealth—it builds purpose. But where do you even start? Listen in as Wealth Advisors Nik Aamlid, CFP®, CAP®, CKA®, and Ryan Ovenden, CFP®, CKA®, share practical strategies for integrating stewardsh …
True Wealth Webinar
When have you earned and saved enough?
Make Financial Education a Family Affair: Join the “Raising Money Smart Kids” Webinar!
In today’s world, financial literacy is more than just a skill—it’s a crucial life tool that can shape your child’s future and family generations to come. We know our home is where our children learn our family values. At Pinnacle Wealth, we believe this should include understan …
Responsible Stewardship: Using the Bible as A Guide
Pinnacle Wealth advisors are experiencing a growing demand for financial plans that better match individuals’ beliefs and align to their spiritual journey. For many, that means a plan reflecting their Christian faith.
Millennial Money: Overcoming Financial Anxiety
Today there are roughly 75 million Millennial Americans ranging in age from their late 20’s to early 40’s, and many live with significant anxiety over current and future finances.
Acts of God
“Ryan, there’s water on the floor!”
Two Financial Paths: The Spending and Planning Patterns of Young Couples
Picture a young married couple fresh out of college. They’re new to this “adulting” thing. Net worth is deep in the red. Cash flow is tight at best. But they are just “livin’ on love” – as the song goes. This is a common starting point for many young couples. My wife, Lauren and I, …
5 Tips for College Grads to Establish Healthy Financial Habits Post-Graduation
The transition from a college campus to the “real world” comes with a combination of excitement, eagerness and challenges. Whether you’re immediately entering the workforce in your desired field or taking some time to explore what comes next: the financial advisors at Pinnacle Wealth in Sio …
Breaking Down FAFSA Updates
by Ethan Brouwer, NSSA®, Associate Wealth Advisor If you went to college, have had a child go through college, or have one currently enrolled, you likely know what the Free Application for Federal Student Aid (FAFSA) is. It’s also likely you aren’t too fond of it. You may have felt like the …
Top 4 Things You’re Wasting Your Money On: According to Financial Advisors
If you’re looking to add a little more wiggle room in your budget or increase your savings efforts, our financial advisor team has some thoughts on spending categories worth examining to make a positive impact on your expenses.
