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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.

Helpful Content

Tax Rules When Selling Your Home

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Errors and Omissions Insurance

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

Investing with Your Heart

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

 

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

Get Paid for Going Green

Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.

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Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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.

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Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

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