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 ExperienceTM, our 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.
Visit our Tax Planning Strategies page to find our 2020 Tax Report, access tax form 1099 mailing dates, download a Year-End Tax Planning Worksheet, and find more resources to help you choose the tactics that will help you meet your long- and short-term objectives.
Team Member Spotlight
Stephanie Gerrits joined the team in December 2020 as a Client Relationship Manager. She lives in Huron with her husband, Trevor, and their son's Logan, Evan, and Dilan.
Stephanie can be reached at 605-352-9490 ext. 102 or via email at email@example.com.
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.
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.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
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.
For many, retirement includes contributing their time and talents to an organization in need.
The federal government requires deceased individuals to file a final income tax return.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
If you died, what would happen to your email archives, social profiles and online accounts?
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
All about how missing the best market days (or the worst!) might affect your portfolio.
A special needs trust helps care for a special needs child when you’re gone.
When markets shift, experienced investors stick to their strategy.