4 Common Mistakes High Earners Make
Avoid These Missteps and Get on the Path Toward Building True Wealth Having a high income can certainly make you feel wealthy. Maybe you’re enjoying a sprawling home, a fancy car, and the latest technological gadgets. However, what too many high earners fail to realize is that true wealth is much more than just a […]
Tax-Efficient Estate Planning Tips for High-Net-Worth Families
Strategies to Manage Your Wealth Estate planning can be complex, both from a legal and financial perspective, as well as a personal one. Considering the end of your life can be a challenging process, but it’s an important step if you want to make sure your assets are distributed according to your wishes. If you are a […]
Financial Workshops: Why They Are Essential for Retirement Planning
Would you like to unlock powerful retirement planning strategies to help you thrive in our new economy? At Cornerstone Wealth Management, we can help! We believe strongly in offering opportunities for you to enhance your knowledge through financial workshops and webinars. Retirement planning is a complex journey that demands knowledge, strategy, and proactive decision-making, and […]
Passing an Inheritance to Your Children: 8 Important Considerations
Choosing to Leave an Inheritance Can Impact Many Other Financial Planning Decisions If you have worked hard and planned properly, you may be well situated to leave an inheritance to your children. It can feel very meaningful to be able to provide a financial legacy for your loved ones, but it’s important to be practical, […]
Retirement Planning for Couples: A Collaborative Approach
Retirement is a shared journey for couples, and planning for this significant life stage requires a collaborative approach, too. The financial decisions made during retirement planning can have a profound impact on both partners, making effective communication and joint decision-making essential components of a successful retirement strategy. If you and your spouse or partner are […]
Plan Ahead to Meet Rising Retirement Healthcare Costs
Protect Your Financial Future by Taking Action Today With healthcare costs on the rise, American retirees must prepare to afford significant health and medical expenses in retirement. While strategizing ways to cover retirement healthcare costs isn’t new, many retirees today are finding themselves without access to the employer- or union-sponsored retiree health benefits that previous […]
Retirement Lifestyle Planning: Living Your Dream Post-Career
When crafting your retirement strategy, it’s common to concentrate solely on the financial aspect. While financial planning is undeniably crucial, it’s just one piece of the puzzle in achieving your dream retirement. The clarity of your dreams, goals, and aspirations for this phase is equally vital in shaping a strategic roadmap. This holistic approach may […]
10 Steps to a Happy and Healthy Retirement
After Decades of Hard Work, You Deserve a Fulfilling Retirement Most of us spend our working years with one overarching goal in mind: retirement. You plan and save and invest, all so that when the day comes, you can finally enjoy the golden years you’ve dreamed of. Of course, many retirees find themselves struggling to […]
Managing Your Retirement: Strategies Seeking a Prosperous Future
Retirement marks a significant milestone in life, and strategic planning is essential to make the most of this phase. Whether you’re approaching retirement or already enjoying its benefits, adopting key retirement strategies can enhance your financial security and contribute to a more prosperous future. Below, we’ll discuss eight strategic areas to consider. 1. Timing: Start […]
5 Things to Help You Get Started on Legacy and Estate Planning
Do you have a plan for what will happen to your assets when you pass away? This may be something that you should be working into your overall financial plan. Without a specific estate plan and legacy plan, you won’t know what is going to happen to your money after you are gone. 1. Think […]
