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.
3 Secrets to a Happy Retirement Webinar
Almost every aspect of your life changes when you move out of the career phase of your life. Gain the tools to replace the non-financial benefits you enjoyed while working and re-design your life!
The webinar will be presented by two of the leading experts in the field of non-financial retirement lifestyle planning.
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.
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 Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
Learn about the risks of not having health insurance in this informative article.
Here are five facts about Social Security that are important to keep in mind.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Calculating your potential Social Security benefit is a three-step process.
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much you have the potential to earn during your working years.
Estimate how much income may be needed at retirement to maintain your standard of living.
Assess whether you are running “in the black” or “in the red” each month.
This calculator helps estimate your federal estate tax liability.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Here are five facts about Social Security that might surprise you.
Bucket lists don’t have to be for tomorrow.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Agent Jane Bond is on the case, cracking the code on bonds.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.