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.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Simple steps may help you foil hackers and protect your privacy.
It may help your business be better prepared in the event of the death of a principal or key employee.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your capital gains tax.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help determine whether it makes sense to refinance your mortgage.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
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.
With alternative investments, it’s critical to sort through the complexity.
Recent changes in estate tax laws could affect the strategy you have in place.
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.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
$1 million in a diversified portfolio could help finance part of your retirement.