You’ve worked hard, saved, and planned. You’re ready to dream big and make an impact
in your life, in the lives of those you love, and in the legacy you leave behind.
Welcome to the Cornerstone Community
When your life and wealth are built on a Cornerstone, you don't have to settle. Through The Cornerstone Experience®, we'll work together, step-by-step, to help you figure out what’s possible and build a plan around living the life you've imagined.
Insights Newsletter - May 2022
Staying up-to-date can help you make smart decisions about your finances. Download the newsletter or visit the Insights page for information on retirement planning, perspectives on the market, and resources to help you make informed decisions.
Shred bins will be located near the front entrances of both offices. No RSVP is required.
- Paper documents only please. It is OK to leave paper clips and staples intact.
- Please no binder clips, 3-ring binders, or electronic media.
- Feel free to leave your documents in boxes, paper bags, or even plastic bags.
Tax Report - March 2022
Keeping your tax liability to a minimum is an essential part of maintaining your Cornerstone financial plan. Download the Tax Report or visit our Tax Planning page.
Preparing for Retirement
Because there is nothing cookie-cutter about retirement planning you deserve one-on-one attention and guidance to help you plan for your life today and your dreams for tomorrow.
We can help you develop a clear vision for the future and build a cornerstone plan to help you get there.
Getting the Relationship You Deserve
Choosing who to trust with your hard-earned money is a big decision. How do you know your money and future are in good hands?
We've created a free INTERVIEW GUIDE to help you track conversations, compare advisors, and evaluate the value you get from an advisor you already work with.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Are women prepared for a 20-year retirement?
Reasons to retain your coverage into your retirement years.
How Medicare can address health care needs in your retirement strategy.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
These food myths will really put a drain on your wallet.
Here are six flags that may make your tax return prime for an IRS audit.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much income may be needed at retirement to maintain your standard of living.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator shows how inflation over the years has impacted purchasing power.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Agent Jane Bond is on the case, cracking the code on bonds.
Even low inflation rates can pose a threat to investment returns.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.