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Learning Center

Learning is one of seven core values of Pinnacle's culture. As part of our commitment to our clients and associates, we offer a collection of personal finance information and advice on financial topics. For more topics including financial calculators and our small business resource center, visit the Pinnacle Learning Center

Defend Against Disasters

Have your finances in order in case of emergencies.

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The Playbook for Successful Investing

What's your investment game plan? Here are some tips for managing your risks rather than returns and letting your time frame for returns match your investment choices.

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401(k) Penalty Flags

You’re in a pinch, and you’re tempted to borrow or withdraw from your 401(k). Strict governmental rules are in place to discourage use of 401(k) funds for purposes other than retirement. Here are some ways to avoid being called for a penalty.

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Don't Get Blindsided by Social Security

Here are 10 more facts about Social Security so you don't fumble your retirement plans.

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Switching Banks: Easy as a Wide Open TD Pass

If you are thinking about moving your personal checking or savings accounts to a new bank, here are five easy steps to help make switching a chip shot.

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Buying a House? Find a Good Coach

One of the biggest mistakes home buyers make is not talking to a mortgage advisor earlier in the process. Here are five things you should do before you start looking at listings.

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5 Winning Strategies for Your Tax Refund

A tax refund isn't a gift--it's money you earned. Instead of going on an unplanned shopping spree, put it to work for you.

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Kick Off Winter with Lower Energy Costs

Energy costs should be one of the first places you look to save money. Fortunately, the TVA makes it easy for Tennesseans to reduce their utility bills. Here are the five main steps in the process.

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Tips to Block Hackers

Hackers can use social media sites to distribute malware or glean personal information. It’s important to be cautious on social media to protect your privacy and safeguard against malware. Here are some tips to help you stay safe online.

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Don't Get Blitzed by a Breach

In today’s environment chances are good that your card information could be compromised in the future. Whether you're a consumer, a merchant or a small business, there are steps you can take to protect yourself from a security breach.

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Avoid the Mortgage Scramble

Buying a home can be as hectic as a two-minute drill, but it doesn't have to be. Here are some tips for having all of your documents ready when your mortgage professional needs them.

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New Year, New Passwords

The first of the year is a good time to make New Year's resolutions, put fresh batteries in your smoke detectors and…change your online passwords. It’s great practice to change your passwords regularly. Here are a few tips to help you create and manage your new passwords to protect yourself from online criminals.

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Fall is for Football and Finances

As the football season kicks off, it's the perfect time to take a fresh look at your finances and make sure they're in order.

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Blocking Cyber Crime | FBI Tips to Better Protect You

Like a good offensive lineman, the Pinnacle team protects clients from danger. Almost daily our financial advisors hear from clients that their email accounts have been compromised and contacts and other information have been stolen. We recently hosted a workshop with the FBI on ways you can better defend yourself against cyber criminals.

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Before You Buy

If you are buying a home for the first time, it can be as scary as a 250 lb linebacker. Here are five winning plays to make the process easier.

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Tips for Coaching Your Kids on Finances

Kids learn most of what they know about money at home, according to the Jump$tart Coalition. Here's a playbook to help your kids learn financial lessons that will last a lifetime.

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