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.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Five creative (and inexpensive) ideas for motivating your employees.
Do you understand these common mobile slang terms?
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator helps estimate your federal estate tax liability.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your capital gains tax.
There are some key concepts to understand when investing for retirement
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.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
What are your options for investing in emerging markets?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
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.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
There are three things to consider before dipping into retirement savings to pay for college.
Learn how to harness the power of compound interest for your investments.