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.
What to Look for in a Long-Term-Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Should You Choose a Fixed or Variable?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
The uncertainties we face in retirement can erode our sense of confidence.
Gaining a better understanding of municipal bonds makes more sense than ever.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
To choose a plan, it’s important to ask yourself four key questions.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help you estimate how much you should be saving for college.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much income may be needed at retirement to maintain your standard of living.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
Learn how to harness the power of compound interest for your investments.
There are nearly 1,200 ETFs available. Should you invest in them?
Do you have causes that you want to support with donations? Here are three tips.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”