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 help you craft a legacy you can be proud of.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
The item most homeowners forget on their home improvement project checklist is insurance.
A letter of instruction provides additional and more personal information regarding your estate.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Here's a breakdown of how the federal government spends your tax money.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your capital gains tax.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Assess whether you are running “in the black” or “in the red” each month.
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.
Using smart management to get more of what you want and free up assets to invest.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Estate conservation is too important to put off. Do you have a smart exit strategy?
Do you know these three personal finance sayings?
All about how missing the best market days (or the worst!) might affect your portfolio.
It’s never a bad time to speak with your financial advisor about changes in your situation.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.