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.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
Taking regular, periodic withdrawals during retirement can be quite problematic.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Lifestyle considerations in creating your retirement portfolio.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
What can be learned from the savings rate?
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your capital gains tax.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Assess whether you are running “in the black” or “in the red” each month.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Taking your Social Security benefits at the right time may help maximize your benefit.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Here are five facts about Social Security that might surprise you.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.