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.
The History of Retirement
Do you know where the idea of “retirement” comes from?
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Being healthy not only makes you feel good, it may also help you financially.
Here are five facts about Social Security that are important to keep in mind.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much you have the potential to earn during your working years.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to better see the potential impact of compound interest on an asset.
Determine your potential long-term care needs and how long your current assets might last.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
There are a few things to consider when buying or leasing your next vehicle.
Have you explored all your options when it comes to managing your taxable income?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
Agent Jane Bond is on the case, cracking the code on bonds.