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    1213 W Morehead Street Suite 400, Charlotte, NC 28208-5581 T: 704.985.7996 F: 704.985.7993
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Four priceless money lessons for kids
Financial literacy is a gift that lasts a lifetime.
Family & Lifestyle
Infographic: Money and marriage
Review these nine steps to help you build a confident and joyful financial life as you embark on this new chapter.
Family & Lifestyle
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Foster financial literacy and family values
The two go hand in hand when preparing your heirs.
Family & Lifestyle
How investments are taxed
You’ve built a nest egg, watched your investments grow, and now you’re planning to use your savings. But before you...
Family & Lifestyle
Understanding IRAs: traditional and Roth
An individual retirement arrangement – known commonly by its initials, IRA – is a powerful retirement saving tool....
Markets & Investing
Read
Investing strategy: six principles to guide you
If you’re relatively new to investing, it can be confusing to consider all the investment options available – from ...
Markets & Investing
Read
401(k) plans: the basics
If your retirement is well down the road, you may be tempted to put off saving for something that seems far away. B...
Markets & Investing
Read
401(k) plans: the basics
If your retirement is well down the road, you may be tempted to put off saving for something that seems far away. B...
Markets & Investing
Securities-based lending helps ease financing luxuries
When buying luxuries, your portfolio can be powerful collateral.
Family & Lifestyle
Can homeschooling and a full-time job co-exist?
Juggling schoolbooks and paychecks isn’t for the faint of heart, but can be a rewarding endeavor with the right expectations and support.
Family & Lifestyle
529s are more than a college savings tool
These versatile savings accounts are a powerful estate planning vehicle.
Estate & Giving

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  • 1213 W Morehead Street Suite 400, Charlotte, NC 28208-5581
  • 704.985.7996
  • 704.985.7993
  • Map & Directions
  • Map & Directions

Securities offered through Raymond James Financial Services, Inc., member FINRA SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Pinnacle Asset Management and Pinnacle Bank are not registered broker/dealers, and are independent of Raymond James Financial Services. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc.


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