You've built your life. Let us help build your legacy.
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.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
What does the Tax Reform and Jobs Act mean for you?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Technology tips to make your next trip even better.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
It's important to understand how inflation is reported and how it can affect investments.
Estimate how much you have the potential to earn during your working years.
Estimate how much of your Social Security benefit may be considered taxable.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate your monthly and annual income from various IRA types.
This calculator demonstrates the power of compound interest.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are hundreds of ETFs available. Should you invest in them?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Are you ready for retirement? Here are five words you should consider.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.