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.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
A look inside the U.S. government's statistics on household net worth.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Six overlooked tax deductions to help manage your tax bill.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Estimate your monthly and annual income from various IRA types.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Assess how many days you'll work to pay your federal tax liability.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
There are hundreds of ETFs available. Should you invest in them?
A quick history of the Federal Reserve and overview of what it does.
How will you weather the ups and downs of the business cycle?
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Smart investors take the time to separate emotion from fact.
Recent changes in estate tax laws could affect the strategy you have in place.