Pinnacle Legacy Partners

Securities offered through LPL Enterprise, Member SIPC

[Pinnacle Legacy Partners @PLPwealth]

Financial advisor serving Milwaukee and beyond with comprehensive wealth management services like retirement planning, estate planning, investment management, tax planning, and insurance.

[Pinnacle Legacy Partners @PLPwealth]

What if unanticipated expenses exceed your emergency reserves? You have options, and here they are from most palatable to least. https://t.co/s0Rf5nBFLs

[Pinnacle Legacy Partners @PLPwealth]

Trump Accounts are set to become available in early July, giving parents a new way to save. The accounts will have their pros and cons, and your best use will depend on your goals and timeline. https://t.co/WbhgGOT9Jp

[Pinnacle Legacy Partners @PLPwealth]

Stocks are partying like it’s 1999, but Americans haven’t been this gloomy in 70 years. https://t.co/O3hs27Gtt1

[Pinnacle Legacy Partners @PLPwealth]

See key market data for the week ending May 29, 2026. https://t.co/dsL5uck8w9

[Pinnacle Legacy Partners @PLPwealth]

Earning a degree still holds value, like teaching students things AI may never learn how to do. https://t.co/bl1H3tpFXR

[Pinnacle Legacy Partners @PLPwealth]

The latest issue of Market Week is available. https://t.co/gVWLmtcpM1

[Pinnacle Legacy Partners @PLPwealth]

The average bill is forecast to rise 8.5 percent. There are simple ways to make sure you’re not overpaying, like getting your air-conditioning checked. https://t.co/uIoZdoOqlS

[Pinnacle Legacy Partners @PLPwealth]

Map out your summer spending before it sneaks up on you. Summer spending isn’t usually one big expense; it’s a series of smaller “yes” decisions that add up. https://t.co/8zJJSs77Y7

[Pinnacle Legacy Partners @PLPwealth]

See key market data for the week ending May 22, 2026. https://t.co/ddax4aMoE2

[Pinnacle Legacy Partners @PLPwealth]

Interest rates for long-term Treasury bonds have surged to levels last seen in 2007. Here's what to watch in the coming days. https://t.co/UKnjl9YPLX

[Pinnacle Legacy Partners @PLPwealth]

A sudden surge in share prices makes us all think we know what’s coming next. https://t.co/umUk1B4NbD

[Pinnacle Legacy Partners @PLPwealth]

Testing the productivity strategies in Laura Vanderkam’s Big Time, and learning to live a life of abundance. https://t.co/ioMYlGuP7v

[Pinnacle Legacy Partners @PLPwealth]

Inflation rose 3.8% over 12 months in April, the highest since May 2023 and in line with forecasts. The Iran war has sent gas prices soaring, pushing up the overall inflation rate. "Core" inflation outside of food and gas prices ros https://t.co/NbxRA5dKIq

[Pinnacle Legacy Partners @PLPwealth]

The latest issue of Market Week is available. https://t.co/hi60M6CMYT

[Pinnacle Legacy Partners @PLPwealth]

Reviews of six new longevity books including Jim Collins, Dan Pontefract and Lyndsey Simpson — on longer lives, ageing workforces and what comes next. https://t.co/oyTp9Lq8XY

[Pinnacle Legacy Partners @PLPwealth]

With rising oil prices and more used EVs coming off leases, the total cost of ownership equation has flipped. https://t.co/rKP6C5RVRP

[Pinnacle Legacy Partners @PLPwealth]

As the country approaches its 250th anniversary, the cycle of invention to reinvention is under strain — and under a global microscope. The question for the next 250 years is whether America can close the gap between what it discove https://t.co/zOjk2BrGRY

[Pinnacle Legacy Partners @PLPwealth]

More than two-thirds of new claimants in 2024 filed before age 66 — meaning they all claimed before their full retirement age and took a permanent benefit cut. https://t.co/90RHzDIgiO

[Pinnacle Legacy Partners @PLPwealth]

At some golf resorts, activities for the people who don’t play feel like an afterthought. These courses offer something for everybody. https://t.co/bS0Z2GIslO

[Pinnacle Legacy Partners @PLPwealth]

A little strategic planning will help your money go farther in retirement. https://t.co/ecO0DpwtgH