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When you’ve spent your life saving for the future, you want to be sure your future is in good hands. You want someone who knows where you’ve been and where you want to go. You’ve laid the foundation, now let Cornerstone Financial Solutions, Inc. help you craft a legacy you can be proud of.
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Helpful Content
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
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Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.