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Welcome to the Cornerstone Family
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 responsiibility 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.
Sioux Falls Office Moving Mid-October
The Sioux Falls office move has been pushed back to Mid-October.
Hear about the new building and the virtual tour we're planning:
When South Dakota announced the state’s first confirmed cases of COVID-19, life as we know it changed in some way for most of us. I am grateful that Cornerstone’s technology and infrastructure allowed us to quickly pivot and continue to serve clients and conduct business as usual while working remotely. Not everyone has been that fortunate.
If you have questions about your individual situation, please don’t hesitate to contact us at 605-357-8553 or via email.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Here are 4 great, and sometimes unexpected, places to raise a family.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Knowing the rules may help you decide when to start benefits.
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Building wealth requires protection from the forces of wealth destruction.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This questionnaire will help determine your tolerance for investment risk.
Estimate your monthly and annual income from various IRA types.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Even low inflation rates can pose a threat to investment returns.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Have you found yourself suddenly single? Here are 3 steps to take right now.
If you died, what would happen to your email archives, social profiles and online accounts?