Pinnacle Wealth Partners

Life has a way of changing throughout the year. Maybe you've started a new job, welcomed a new family member, made a major purchase, or found your spending habits have shifted.

Now that we're at the midpoint of 2026, consider a quick financial checkup to review progress toward your goals and uncover any changes you may need to make.

Have you given your financial plan a mid-year checkup yet?

We're honored to support Camp Knutson's Night Under the Stars.

Camp Knutson is a special place where children and adults can experience friendship, confidence, and the simple joy of camp —regardless of the challenges they face. We're grateful to help support a mission that makes such a meaningful difference for so many families.

We look forward to a wonderful evening!

A special thank you to Anderson Brothers Construction and Pinnacle Wealth Partners, our Partner Sponsors for Camp Knutson’s Night Under the Stars: Oktoberfest!

Anderson Brothers Construction is an industry leader in municipal, commercial and residential infrastructure, delivering quality projects that build safer, smoother passage to home, work and play. Pinnacle Wealth Partners is dedicated to helping clients navigate every stage of their financial journey through innovative strategies tailored to all walks of wealth.

Thank you, Anderson Brothers Construction and Pinnacle Wealth Partners, for standing with Camp Knutson and helping us create a brighter future for our campers!

From generation to generation, our nation has been built on hard work, perseverance, and opportunity. As we gather with family and friends this Fourth of July, let's take a moment to appreciate the freedoms we enjoy and the future we're building together.

Happy 4th of July and Happy 250th Birthday, America! 🇺🇸

Everyone celebrates the 4th of July differently, and many of us have traditions that we hold dear. It's commonly a time to gather with friends or family, heat up the BBQ, or spend time at the lake or campground. This year's calendar puts the holiday on a Saturday, giving us more time to celebrate this very special year - America's 250th Birthday!

How will you celebrate? Tell us your "This" or "That".

From generation to generation, workers' wants, needs, and circumstances have changed. While Baby Boomers once sought long-term job stability, today's Gen Z employees aren't afraid to job-hop if roles don't meet their expectations for pay or flexibility.

This means the benefits employers offer are more important than ever.

👉What's one benefit that would have kept you at a job for the long-term?

USA! USA! The World Cup has taken over our TVs - are you watching?

The US team isn't the only one we've been cheering for lately - we're also cheering for our clients as they work toward their financial goals. When you work with Pinnacle Wealth Partners, you can rest assured that we're all on the same team when it comes to your financial well-being.

It's Monday, the start of a new week. Set your intention and make it a great week!

What's one thing you could do this week to work toward your goals?

Happy Father's Day to all the dads who give their time, share their wisdom, and create the moments that shape who we become.

⭐️ What's something memorable you learned from your dad?

"In the competition between death and taxes, taxes have a longer life."

Think passing away wipes the slate clean with the IRS? It doesn't.

From the final "year of death" Form 1040 to unexpected taxes on inherited retirement accounts (like traditional IRAs), an estate's tax obligations can quickly become a maze for grieving families.

Check out the full breakdown from to understand why the final tax return is often just the beginning:

After Death, Income Tax Filing And IRS Debts Live On The final 1040 could be just the beginning. What estate executors and survivors need to know about retirement accounts, refunds, back taxes, liens and Form 1041.

Cybercriminals are becoming more sophisticated, making it critical to protect your financial information online.

A few simple habits like these can go a long way:

✔ Use strong, unique passwords
✔ Enable multi-factor authentication
✔ Avoid clicking suspicious links
✔ Monitor your accounts regularly

Don't let cybercriminals cash in — think before you click. 💡