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
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
There are things about Social Security that might surprise you.
Don’t overlook the need for renter’s insurance if you rent your home.
The uncertainties we face in retirement can erode our sense of confidence.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Assess how many days you'll work to pay your federal tax liability.
This calculator will help determine whether you should invest funds or pay down debt.
Assess whether you are running “in the black” or “in the red” each month.
This calculator may help you estimate how long funds may last given regular withdrawals.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
There are things you can do to keep yourself safe when you lose your wallet.
Agent Jane Bond is on the case, covering how bond laddering works.
Have you explored all of your choices when it comes to managing your taxable income?
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
There are hundreds of ETFs available. Should you invest in them?
Agent Jane Bond is on the case, infiltrating the world of bonds.