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 Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
There are ways to improve your physical fitness without denting your fiscal fitness.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
There are nearly 1,200 ETFs available. Should you invest in them?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
A bucket plan can help you be better prepared for a comfortable retirement.
Smart investors take the time to separate emotion from fact.
Learn how to harness the power of compound interest for your investments.