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.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
It's important to understand how inflation is reported and how it can affect investments.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Is your estate in order? This short quiz may help you assess your overall strategy.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to assess the potential benefits of a home mortgage deduction.
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.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
How will you weather the ups and downs of the business cycle?
Even low inflation rates can pose a threat to investment returns.
Here are five facts about Social Security that might surprise you.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.