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 ExperienceTM, 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.
Year-End Tax Report
Information on possible tax law changes and practical, actionable strategies that can help you integrate tax planning into your overall financial plan. Download the report or visit our tax planning strategies page.
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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.
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Helpful Content
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Medicare Advantage Plans (Medicare Part C)
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
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.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
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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.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or another qualified retirement plan.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
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The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
The Rule of 72
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.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.