Here's your source for thoughts and observations on all things financial (and otherwise). Topics can range from tips on your personal well being to the well being of your investments. As always, we welcome your comments and feedback.
Disclaimer: Our blog posts are for informational purposes only and are not to be considered investment, tax, or financial advice. Cornerstone does not and cannot guarantee the accuracy or applicability of any information presented in our blog posts regarding your individual circumstances. Please review your personal situation with your tax and/or financial advisor.
Each week at our staff meeting we have a “B Corp moment” where a fresh idea is shared for employees to consider in their work and personal lives.
Read MoreDid you know that digital assets are not addressed in the typical estate plan? If overlooked, your heirs may lose access to some treasured and valuable items at your death.
Read MoreWe’re so glad that our profession is being recognized with its own month! Here are some ideas on how you can celebrate and observe this important topic.
Read MoreAs election day approaches, we expect to see increased volatility in the markets. However, it behooves investors to stick to their investment course, though challenging at times!
Read MoreIf you are among the folks who took their required minimum IRA distribution prior to the CARES Act, which removed the RMD requirement for 2020, there is still time to unwind this transaction.
Read MoreIt is nearly impossible these days to avoid all the bad news out there about COVID 19 as well as its effect on the economy. Even if you don’t watch any news programs, every TV commercial and newspaper ad reminds us of “these trying times”. Uncertainty about many things – such as how long we’ll be staying at home or out of work, or the long-term effect on the economy – is high in our minds. Uncertainty can lead to fear, and fear can lead to action based on emotions instead of rationale.
Read MoreThe flurry of constant commentary, information, and recommendations is exhausting for many of us. Life is more stressful on many levels and constitutionally, we may feel less grounded, and in general “burned-out”.
Read MoreIn this unusual economic environment, Cornerstone understands that many individuals have questions and concerns about their financial situation.
Read MoreA question we’ve received lately relates to the ability to postpone distributions from employer sponsored retirement accounts (401k, 403b, etc.) if one remains working at the company beyond age 72.
Read MoreEver heard that “compound interest is the most powerful force in the universe”? Compared to other forces like instinct or imagination, I’m not so sure… but it certainly rings true in personal finance.
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