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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... 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... 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... Investment Committee Meeting Summary: Our advisors review fund performance by day, week, and month. And the Investment Committee meets at least quarterly to evaluate the portfolio construction of advisory accounts, proactively rebalance portfolio construction, watch... 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... 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...
Honoring All on Mother’s Day
Follow us on Facebook
Protecting Your Legacy
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
Time is Running Out for 2023 QCDs
Investment Committee Meeting Summary – November 2023
Ulvestad Family Welcomes Baby Theo!
Confusion over RMD Distribution
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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 Considerations for a Successful Social Security Strategy
7 Rules for Inherited IRAs
Avoiding Spousal Beneficiary Mistakes
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