1858 East 1st Street
Idaho Falls, ID 83401

208-529-6643

 
Should I Invest In REITs? What Our Kids Can Teach us About Saving Money The Fed and How It Got That Way How to Retire Early


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.

 

Helpful Content

To Buy or Not to Buy

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Bursting the Bubble

Bursting the Bubble

Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?

Stop Wasting Money

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

 

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

Term vs. Permanent Life Insurance

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

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

View all articles arrow

Should I Buy or Lease an Auto?

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

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Impact of Taxes and Inflation

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

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Doubling Your Money

This calculator demonstrates the power of compound interest.

View all calculators arrow

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

View all presentations arrow

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

The Good Ship IPO

The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

When Do You Need a Will?

When do you need a will? The answer is easy: right now.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

View all videos arrow