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.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Around the country, attitudes about retirement are shifting.
When you’re married and have children, insurance needs will be different.
Six overlooked tax deductions to help manage your tax bill.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Understanding the value of a home warranty.
This calculator can help you estimate how much you should be saving for college.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator shows how inflation over the years has impacted purchasing power.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
How do the markets usually react to elections? Was the 2016 election any different?