At Cornerstone Financial Strategies, LLC, we believe in providing unbiased and objective financial advice based on your personal situation. We take the time to listen and are committed to helping you achieve 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.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Here's a breakdown of how the federal government spends your tax money.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
The true cost of raising a child may be far more than you expect.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much you have the potential to earn during your working years.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
Here are five facts about Social Security that might surprise you.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Agent Jane Bond is on the case, cracking the code on bonds.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
How does your ideal retirement differ from reality, and what can we do to better align the two?