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Simplifying the Complex Tailored To You Comprehensive Financial Planning



Welcome to the Cornerstone Family

WATCH OUR 30-SECOND OVERVIEW

This industry is full of buzz words like retirement success. The truth is, that's going to look different for you than it does your neighbor. There is nothing cookie-cutter about retirement planning. You may have questions that you can't even to put into words, and knowing that the decisions you make could impact your family for generations can be overwhelming.  

We're here to help. The Cornerstone ExperienceTMour multi-step financial-planning process, helps you answer questions like, "When can I retire?" and "Am I invested appropriately?" We will work together to understand where you are now and where you want to go, then plan and make decisions that will help you take care of the people you love, enjoy the activities that are important to you, and contribute to the causes you care about.

When you choose to work with our team we say "Welcome to the Cornerstone Family." It’s our commitment to treat you like family, to think of you first in every decision we make, and to continue to raise the bar on the service and value we provide. We understand the tremendous responsibility that comes with your trust. "Welcome to the Family” is our promise to provide personal service to YOU and YOUR FAMILY as we begin what will likely be a life-long relationship.


Client Centered

Client Centered

Join us via Zoom to hear insights and ideas from Cornerstone Wealth Advisors on:

* Estate Taxes in 2021

* What’s changing with popular tax credits?

* How consequential was the trading surge?

* Do long-term low interest rates affect you?

If you have any questions, please contact us at info@mycfsgroup.com or 877-352-9490.

Register Today
Federal Retirement Planning

Federal Retirement Planning

Don't trust your complex federal retirement planning to just anyone. 

The Chartered Federal Employee Benefits Consultant(SM) designation demonstrates training about FERS, CSRS and Special Provisions (LEO, FF, ATC, CBPO, MRT).

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Investment Management

Investment Management

Ever wonder how our Wealth Advisors develop and monitor an investment strategy customized for YOU? Learn how members of the Cornerstone Investment Committee establish and implement our investment strategy, set investment policy, and continually monitor every element of the investment process. Read notes from the Committee's most recent quarterly meeting and watch a 3-minute video on how the Investment Committee operates.

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Sioux Falls Office Video Tour

7408 S. Bitterroot Place

We are looking forward to hosting an in-person Open House when it is deemed safer. For now, because of COVID-19 and the flu season, we feel that celebrating virtually is the safest option for you and the Cornerstone Team.



Helpful Content

Tax Deductions You Won't Believe

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

A New Way to Look at Your Bucket List

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

When Do You Need a Will?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

 

Ways to Supplement Your Medicare Coverage

There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

How Income Taxes Work

A quick look at how federal income taxes work.

9 Facts About Social Security

There are things about Social Security that might surprise you.

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

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?”

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

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