Ready for Retirement? Estate Management 101 Raise Your Retirement Income The Cycle of Investing


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

Estate Management Checklist

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Do Your Kids Know The Value of a Silver Spoon

Do Your Kids Know The Value of a Silver Spoon

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

Do You Owe The AMT?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

 

Succeeding at Business Succession

There a number of reasons for business owners to consider a business succession plan sooner rather than later.

Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

Insuring Your Business With a Buy/Sell Agreement

Buy/sell agreements are designed a business against the death of a principal or key employee.

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What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Home Mortgage Deduction

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

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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Managing Your Lifestyle

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Long-Term-Care Protection Strategies

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

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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To Buy or Not to Buy

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

Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

The Power of Tax-Deferred Growth

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

Your DNA Test

If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.

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