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.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
If you find it hard to attain personal life goals, there’s an app for that!
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
There are things about Social Security that might surprise you.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Calculating your potential Social Security benefit is a three-step process.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much you have the potential to earn during your working years.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator will help determine whether you should invest funds or pay down debt.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to better see the potential impact of compound interest on an asset.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
What if instead of buying that home, you invested that money?
Recent changes in estate tax laws could affect the strategy you have in place.
Here are five facts about Social Security that might surprise you.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Why are 401(k) plans, annuities, and IRAs so popular?
There’s an alarming difference between perception and reality for current and future retirees.