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.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
There are common mistakes you can avoid when saving for retirement.
Learn about the average American budget in this fun and interactive piece.
What’s the deal with your yearly free credit report?
Purchasing homeowners insurance is critical for protecting your home.
Healthy habits are one of the greatest gifts to give your child.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator demonstrates the power of compound interest.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
What is your plan for health care during retirement?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Making the most of surprises is a great reason to work with us.
Taking your Social Security benefits at the right time may help maximize your benefit.
What if instead of buying that vacation home, you invested the money?
Understanding the cycle of investing may help you avoid easy pitfalls.