At Cornerstone Financial Strategies, LLC, we believe in providing independent and objective financial advice based on your personal situation. We take the time to listen and are committed to helping you pursue your financial goals. Whether you are a small business owner, an individual investor, a working professional or retired, we understand that you face unique financial challenges. We can help take the mystery out of preparing for today and tomorrow. Our personalized service focuses on your needs, wants, and financial objectives. Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
There are common mistakes you can avoid when saving for retirement.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Why have the markets been so volatile recently?
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Enter various payment options and determine how long it may take to pay off a credit card.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator demonstrates the power of compound interest.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
It’s never a bad time to speak with your financial professional about changes in your situation.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
How do the markets usually react to elections? Was the 2016 election any different?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Agent Jane Bond is on the case, cracking the code on bonds.