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  • Mark Whitley
    1213 W Morehead Street Suite 400, Charlotte, NC 28208-5581 T: 704.985.7996 F: 704.985.7993
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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
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Three ways to fund a Roth IRA
A robust retirement plan features multiple saving tactics that seamlessly work together to help you reach your goal...
Markets & Investing
Three ways to fund a Roth IRA
A robust retirement plan features multiple saving tactics that seamlessly work together to help you reach your goal...
Markets & Investing
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
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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
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What to do after the loss of a loved one
Losing a loved one can be overwhelming and emotionally draining. And in the wake of that loss, money may be the las...
Family & Lifestyle
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Trusts: vehicles to carry out your legacy
A trust can be a highly useful estate planning vehicle, designed to help you to preserve the wealth you’ve worked d...
Estate & Giving
Five essential estate planning documents
Estate planning is about crafting a legacy that reflects your values and your life's journey. While a will is often...
Estate & Giving
Investing: getting started
Investing is an exciting prospect. It’s the opportunity to grow your hard-earned dollars and provide a nest egg for...
Markets & Investing
Building an emergency fund
A financial setback can be devastating. But building an emergency fund – a cash reserve – can help protect you in t...
Retirement & Longevity

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Pinnacle LogoPinnacle Logo
  • 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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