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Andrew Ulvestad is officially a Certified Kingdom Advisor®! Learn how a faith-based financial advisor can help you align financial decisions with your Christian values and long-term goals. A financial planning team offers the structure, insight, and continuity solo advisors often can’t. Learn how Cornerstone’s team approach supports smarter strategies and bigger goals. Will tax law changes in the “One Big Beautiful Bill” impact your financial plan? We break down the provisions so you can prepare smartly and confidently for what’s ahead. Emergencies happen—will your family be ready? Download our free Essential Information Organizer to gather the personal, legal, and medical info they’ll need, all in one place Legacy is more than money – it’s your values, stories, and lessons. Learn how to talk about legacy with family and start conversations that leave a lasting impact. Our Director of First Impressions position is an essential full-time position (in our Huron office) responsible for a clean, warm and inviting environment for anyone who interacts with our practice. Celebrate National Blood Donor Day by donating blood. Join us at community blood drives in Huron and Sioux Falls—open to the public and a simple way to make a life-saving difference. Spring is the perfect time to organize your finances. Use our practical checklist to review your accounts, update goals, and make confident decisions for the year ahead. Federal employees face unique retirement choices. Discover how to avoid withdrawal mistakes, manage income sources, and plan confidently for the years ahead. Feeling uncertain about market volatility and tariffs? Cornerstone’s Advisor team is here to help you stay focused, make confident choices, and move forward with clarity.
Recognizing Excellence: Andrew Ulvestad Achieves Certified Kingdom Advisor® Designation
The Power of a Financial Planning Team
Understanding Key Tax Law Changes in the “One Big Beautiful Bill”
Prepare for the Unexpected: How to Organize Important Documents for Emergencies
Redefining Legacy: More Than Money
Director of First Impressions
Celebrate National Blood Donor Day
Spring Clean Your Finances: A Practical Checklist
Avoiding Withdrawal Pitfalls: Retirement Planning for Federal Employees
Market Volatility, Tariffs, and Your Financial Strategy
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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... Cornerstone is pleased to bring you this article by Ed Slott and Company, LLC, an organization providing IRA education and analysis to financial advisors, institutions, consumers, and media across the country. Our association with this organization helps us stay up to... Understanding how factors like age and your employment status affect your Social Security benefits can help you make decisions about when to claim. Seven rules non-spouse beneficiaries should be aware of when it comes to inherited IRAS. As a spousal beneficiary you have five unique options. Avoid these mistakes to get the most out of your inherited IRA.
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
Confusion over RMD Distribution
5 Considerations for a Successful Social Security Strategy
7 Rules for Inherited IRAs
Avoiding Spousal Beneficiary Mistakes
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