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.
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 email@example.com or 877-352-9490.
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.
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
Bucket lists don’t have to be for tomorrow.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
A quick look at how federal income taxes work.
There are things about Social Security that might surprise you.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
For some, the social impact of investing is just as important as the return, perhaps more important.
This calculator helps estimate your federal estate tax liability.
Estimate your monthly and annual income from various IRA types.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your capital gains tax.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
All about how missing the best market days (or the worst!) might affect your portfolio.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Pundits say a lot of things about the markets. Let's see if you can keep up.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
The decision whether to buy or rent a home may have long-term implications.