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.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Life insurance proceeds are generally tax-free. But not in all cases.
It's important to understand the pros and cons when considering a prepaid debit card.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Protect yourself against the damage that your homeowners policy doesn’t cover.
An increasing number have been developed to help individuals with their personal finances.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This questionnaire will help determine your tolerance for investment risk.
There are some key concepts to understand when investing for retirement
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.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
It's easy to let investments accumulate like old receipts in a junk drawer.
What does your home really cost?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
What are your options for investing in emerging markets?
What is your plan for health care during retirement?