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Can you use a tax refund to boost retirement savings? Learn how to maximize your tax refund for retirement savings and use it to strengthen your financial future. The deadline to contribute for the 2024 tax year is April 15, 2025. This International Women’s Day, we celebrate the remarkable women in leadership at Cornerstone. Their dedication, expertise, and impact continue to break barriers in financial services. Read their stories and join us in recognizing their achievements! Protecting your federal benefits requires careful estate planning. Learn about common mistakes you can avoid and key strategies for managing survivor benefits. Taking steps now can help ensure your assets benefit your loved ones. With new tariffs reshaping global trade, investors are watching for potential market volatility. Learn what tariffs are, why they’re used, the risks, and the potential impact on the stock market, inflation, and economic growth. How will market trends, interest rates, and global events shape Q2? Insights and proactive market strategies from Cornerstone’s Investment Committee help you stay informed and prepared. Read the latest summary. Learn how to avoid costly mistakes in your tax-deferred investments. Grow your retirement savings, avoid penalties, and maximize 401(k)s & IRA the smart way. Don’t let missteps derail your financial future! Raymond James Tax form mailing dates for retirement and non-retirement accounts. Note: If you opted for online document delivery when you enrolled in Client Access, you must log in and print your documents. Required Minimum Distributions (RMDs) can impact your retirement savings and taxes. Understand the key rules, deadlines, and strategies to be prepared. In a world filled with challenges, we firmly believe in the power of taking action and making a transformative difference. One guiding principle remains close to our hearts: "Invest in People." This belief isn't merely a sentiment but a driving force that inspires us... Whether you’re going in on a gift, choosing where to eat, or planning a weekend getaway, money plays a part in all relationships. And friendships are no exception. Open communication, strengthen friendships, and provide opportunities to create lasting memories by following a few simple do’s and don’ts.
MAKING THE MOST OF YOUR TAX REFUND
Breaking Barriers: Women Leading the Way at Cornerstone Financial Solutions
Federal Employee Estate Planning
How New Trade Tariffs Could Affect Your Investments
Key Insights from Cornerstone’s Investment Committee Q1 2025
Tax-Deferred Investment Mistakes
RAYMOND JAMES TAX FORM 1099 MAILING DATES
Planning for Required Minimum Distributions (RMDs)
We Invest in People – World Hope International
Friendship and Finances
This International Women’s Day, we celebrate the remarkable women in leadership at Cornerstone. Their dedication, expertise, and impact continue to break barriers in financial services. Read their stories and join us in recognizing their achievements! In a world filled with challenges, we firmly believe in the power of taking action and making a transformative difference. One guiding principle remains close to our hearts: "Invest in People." This belief isn't merely a sentiment but a driving force that inspires us... Gita Hendricks reflects on her memorable retirement celebration, sharing gratitude, future adventures, and creative pursuits. Join her journey as she embraces the next chapter filled with travel, art, and cherished memories. Strong passwords are an essential defense against cybersecurity hacks and an important step you can take to help protect your financial data. Learn tips for secure passwords and download a helpful guide. Alzheimer’s hit my family hard, first with my grandmother and then my mom. It stole so much, but we made the most of every moment. Now, I’m committed to supporting Alzheimer’s research and raising awareness. If you suspect identity theft, you can place a free fraud alert on your credit report. It lasts for up to one year and makes it harder for someone to open new accounts in your name. Extended fraud alerts last seven years for verified victims. If you suspect identity theft, immediately contact the FTC, one of the three credit bureaus to request a fraud alert or credit freeze, and file a police report. Then, reach out to creditors’ fraud departments and keep detailed records of all your steps. On behalf of everyone at Cornerstone Financial Solutions, happy Mother’s Day! It’s not uncommon to hear people describe their mom as “The Best Mom Ever” and proudly present her with a personalized coffee cup or trophy. But Mother’s Day can also be a difficult day for... HAVE YOU EVER WONDERED WHETHER IT'S BETTER TO FOLLOW OR LIKE A FACEBOOK PAGE? Our team uses Facebook to share insights on financial planning, keep you updated on what's happening in the Sioux Falls and Huron offices, announce upcoming events, remind you of... Thankful to work with the best professionals in the area and introduce baby Theo! Your unique aspirations are the heart of the Cornerstone Experience®, a personalized journey to craft a clear vision and help you tailor a strategic financial plan to dream, build, and...
Breaking Barriers: Women Leading the Way at Cornerstone Financial Solutions
We Invest in People – World Hope International
Gita Hendricks | Thank You Message
Secure Passwords
Strength, Faith, and Family: My Mother’s Battle with Alzheimer’s
Fraud Alert
What Should You Do If You Suspect Identity Theft?
Honoring All on Mother’s Day
Follow us on Facebook
Ulvestad Family Welcomes Baby Theo!
Protecting your federal benefits requires careful estate planning. Learn about common mistakes you can avoid and key strategies for managing survivor benefits. Taking steps now can help ensure your assets benefit your loved ones. Tax-related identity theft is on the rise. Learn how to protect your return, spot warning signs, and take proactive steps to keep your personal information safe this tax season. Safeguard your legacy and prepare your heirs to make financial decisions with confidence. Discover how a professionally facilitated, well-planned family meeting can keep your family’s future on track. Organize your vital personal, health, and financial information in one accessible place to help your loved ones navigate with ease should something happen to you. Life can be unpredictable, and emergencies can happen when we least expect them. Think about this: if you... When Pablo Picasso died in 1973 at the age of 91, he left behind five houses, cash, gold, bonds, and artwork. Because he didn’t have a will, it cost $30 million dollars and took six years for his assets to be divided among his heirs. Unfortunately, Picasso wasn’t...
Federal Employee Estate Planning
Identity Theft and Taxes Protect Your Return From Tax-Related Identity Theft
The Family Meeting: Key to Protecting What Matters Most
In Case of Emergency: Organize Your Vital Info
Protecting Your Legacy
With new tariffs reshaping global trade, investors are watching for potential market volatility. Learn what tariffs are, why they’re used, the risks, and the potential impact on the stock market, inflation, and economic growth. How will market trends, interest rates, and global events shape Q2? Insights and proactive market strategies from Cornerstone’s Investment Committee help you stay informed and prepared. Read the latest summary. Learn how to avoid costly mistakes in your tax-deferred investments. Grow your retirement savings, avoid penalties, and maximize 401(k)s & IRA the smart way. Don’t let missteps derail your financial future! Market Update Video - August 5, 2024 After a bright start to the year, some dark and stormy clouds have gathered above Wall Street. Friday’s weaker-than-expected jobs report raised concerns that cracks have formed in the US economy and the Fed is waiting too long to... What's the Difference Between Market Volatility and Risk? While volatility is not the same as risk, the chances of incurring a loss may increase during periods of market volatility. In large part, that’s because investors become anxious about falling share prices and...
How New Trade Tariffs Could Affect Your Investments
Key Insights from Cornerstone’s Investment Committee Q1 2025
Tax-Deferred Investment Mistakes
About the Markets
Quiz – Market Volatility vs Risk
Can you use a tax refund to boost retirement savings? Learn how to maximize your tax refund for retirement savings and use it to strengthen your financial future. The deadline to contribute for the 2024 tax year is April 15, 2025. Required Minimum Distributions (RMDs) can impact your retirement savings and taxes. Understand the key rules, deadlines, and strategies to be prepared. Whether you’re going in on a gift, choosing where to eat, or planning a weekend getaway, money plays a part in all relationships. And friendships are no exception. Open communication, strengthen friendships, and provide opportunities to create lasting memories by following a few simple do’s and don’ts. Discover creative ways to preserve your family’s legacy! From photo books to memory boxes and digital hubs, explore tips to capture, cherish, and share your treasured memories for generations. Market Update Video - August 5, 2024 After a bright start to the year, some dark and stormy clouds have gathered above Wall Street. Friday’s weaker-than-expected jobs report raised concerns that cracks have formed in the US economy and the Fed is waiting too long to... Your dreams for your children likely include happiness, success, and perhaps the joy of raising a family. Your dreams probably don’t include them struggling in dead-end jobs, mired in debt, or living in your basement well into adulthood. If realized, concerns like... Organize your vital personal, health, and financial information in one accessible place to help your loved ones navigate with ease should something happen to you. Life can be unpredictable, and emergencies can happen when we least expect them. Think about this: if you... USE YOUR CURRENT INCOME AS A STARTING POINT It's common to discuss desired annual retirement income as a percentage of your current income. Depending on who you're talking to, that percentage could be anywhere from 60% to 90%, or even more. The appeal of this approach... Cornerstone is pleased to bring you this article by Ed Slott and Company, LLC. As a member of Ed Slott’s Elite IRA Advisor Group™ Gordon keeps Cornerstone professionals on the cutting-edge of retirement, tax law, and IRA distribution planning through continuous... What is the difference between a CERTIFIED FINANCIAL PLANNER™ (OR CFP®) professional and a financial advisor? A CFP® professional is one of many types of financial advisors. A financial advisor must earn the right to call themselves a CFP® professional Most people...
MAKING THE MOST OF YOUR TAX REFUND
Planning for Required Minimum Distributions (RMDs)
Friendship and Finances
Saving Family Memories
About the Markets
529 Plans: Smart parenting and savvy retirement planning
In Case of Emergency: Organize Your Vital Info
5 Steps to Determine How Much Income You’ll Need in Retirement
Backdoor Roth IRA Baggage
Why Working With a CERTIFIED FINANCIAL PLANNER™ Professional is Important
Raymond James Tax form mailing dates for retirement and non-retirement accounts. Note: If you opted for online document delivery when you enrolled in Client Access, you must log in and print your documents.
RAYMOND JAMES TAX FORM 1099 MAILING DATES
In a world filled with challenges, we firmly believe in the power of taking action and making a transformative difference. One guiding principle remains close to our hearts: "Invest in People." This belief isn't merely a sentiment but a driving force that inspires us... Landing in the Dominican Republic for my first mission trip, I was filled with a mix of Alzheimer’s hit my family hard, first with my grandmother and then my mom. It stole so much, but we made the most of every moment. Now, I’m committed to supporting Alzheimer’s research and raising awareness. The strength of the Cornerstone Community is defined by the impact we make and the connections we build. At the heart of everything is our team’s core value, Invest in People. It shapes our business practices, community engagements, and commitment to service, ensuring... Diaper Drive Kicks off at Client Appreciation Event through July 15! At the heart of any successful organization is a fundamental belief in people. Providing great service—to our clients, each other, our communities, and the world at large—starts with strong... Originally published October 2023 Cornerstone Client Relationship Manager, Stephanie Gerrits, FPQP®, recently talked to staff at Huron Regional Medical Center (HRMC) about their campaign to promote the importance of mammograms to women. A wife and proud mom to three...
We Invest in People – World Hope International
Building Hope in the Dominican Republic: A Mission of Faith and Unity
excitement and anxiety. Throughout the emotional peaks and valleys of building a home and sharing faith, I knew the Holy Spirit was hard at work with us.
Strength, Faith, and Family: My Mother’s Battle with Alzheimer’s
Diaper Drive Makes a Difference
Diaper Drive
Mammograms a Crucial Part of Self-Care
Federal Employee Estate Planning
Protecting your federal benefits requires careful estate planning. Learn about common mistakes you can avoid and key strategies for managing survivor benefits. Taking steps now can help ensure your assets benefit your loved ones.
Newsletters and Tax Reports
Stay informed with key insights to help you envision a future that knows no limits, design a Cornerstone plan so all the pieces of your finances work in sync, and take action to turn those dreams into a beautiful reality.