Helping Clients Make Good Decisions With Their Money Since 1962
At Cornerstone Financial Advisors we have been helping people achieve their financial goals for over 30 years. We work hard to help simplify our clients' financial lives, optimize their investments, and organize their personal financial planning. We work closely with our clients using our planning process to help them grow and protect their wealth, and achieve their most important financial goals with cost-efficiency and reliability.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Buy/sell agreements are designed a business against the death of a principal or key employee.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Term insurance is the simplest form of life insurance. Here's how it works.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator shows how inflation over the years has impacted purchasing power.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
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.
Understanding the cycle of investing may help you avoid easy pitfalls.
There’s an alarming difference between perception and reality for current and future retirees.
Have you explored all of your choices when it comes to managing your taxable income?
Estate conservation is too important to put off. Do you have a smart exit strategy?
The decision whether to buy or rent a home may have long-term implications.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.