Welcome to Cornerstone Wealth Management
OUR MISSION STATEMENT:
Knowledge, Integrity, Solutions and Service
Cornerstone Wealth Management is an SEC registered investment firm, dedicated to making a positive financial difference for families. Our goal is to personalize our relationship with you. By developing an understanding of your needs and goals, we are able to support your interests and help preserve your assets. Our responsibility is serving you.Contact Us
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Five creative (and inexpensive) ideas for motivating your employees.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Good employee health can be great for the company’s bottom line.
A letter of instruction provides additional and more personal information regarding your estate.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
This calculator demonstrates the power of compound interest.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help determine whether it makes sense to refinance your mortgage.
Determine if you are eligible to contribute to a traditional or Roth IRA.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Around the country, attitudes about retirement are shifting.
There’s an alarming difference between perception and reality for current and future retirees.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
What is your plan for health care during retirement?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.