Blogs and Articles
- ALL BLOG POSTS
- #CORNERSTONECOMMUNITY
- ESTATE PLANNING
- INVESTING
- RETIREMENT PLANNING
- TAXES
- WE INVEST IN PEOPLE
- FEDERAL EMPLOYEE
A current legislative proposal could require Health Savings Accounts (HSAs) to be made on a Roth basis. Explore the current tax advantages of HSAs and learn how the proposal could change the way you save for medical expenses and retirement. Discover key tax savvy investing tips, including Roth IRA conversions, cost basis insights, and capital gains rules to help you reduce taxes and make smarter financial moves. We understand – the current market volatility and economic uncertainty is nerve-wracking. But reacting out of fear can lead to mistakes that hurt more than help. Here’s why a long-term perspective is the best way to stay on track. 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.
Are HSAs Going Roth? The Future of HSAs Under Proposed Tax Legislation
TAX-SAVVY INVESTING: UNDERSTANDING THE ESSENTIALS
The Tariff-Related Questions Investors Should Be Asking
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
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... Thank you for being a Cornerstone Champion!
Ulvestad Family Welcomes Baby Theo!
Be a Cornerstone Champion
Clients often tell me about outstanding service they received …
The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.No Results Found
The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.No Results Found
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... 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... 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.
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
Time is Running Out for 2023 QCDs
Confusion over RMD Distribution
5 Considerations for a Successful Social Security Strategy
7 Rules for Inherited IRAs
Avoiding Spousal Beneficiary Mistakes
The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.No Results Found
The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.No Results Found
No Results Found
The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.
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.