You've built your life. Let us help build your legacy.
When you’ve spent your life saving for the future, you want to be sure your future is in good hands. You want someone who knows where you’ve been and where you want to go. You’ve laid the foundation, now let Cornerstone Financial help you craft a legacy you can be proud of.
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Clients look to the financial professionals at Cornerstone to help them reach goals - not pick stocks.
Service and Operational Updates During COVID-19
(Last updated 6/26/20) We know that the last few months have been difficult for nearly everyone on some level and we are all anxious to return to “normal”. For some of you the pandemic has been an inconvenience. Some of you though, have experienced devastating personal losses.
So, while we are pleased to see the number of positive coronavirus (COVID-19) cases decline and businesses starting to reopen, we are mindful of the many high-risk clients we serve. Out of an abundance of care for our clients and team, we prefer to continue meeting via Zoom for the near future.
You have likely heard us say that we can put together a wonderful retirement plan, but it’s all for naught if you don’t have good health to enjoy it.
While the coronavirus (COVID-19) has made Zoom a household name, there may be many reasons to choose a virtual meeting. Whether you head South for the winter, are keeping your distance due to cold and flu season, or are staying home because of winter conditions, Zoom is a great option for keeping connected with your advisor.
Connect with an Advisor
If you have questions about your individual situation, please don’t hesitate to contact us at 605-357-8553 or via email.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
This calculator compares the net gain of a taxable investment versus a tax-favored one.
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.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
How literate are you when it comes to your finances? Brush up with these five basics.
A collection of tips from professional travelers.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Assess whether you are running “in the black” or “in the red” each month.
Making the most of surprises is a great reason to work with us.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Learn how to harness the power of compound interest for your investments.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Taking your Social Security benefits at the right time may help maximize your benefit.