Managing Your Retirement: Strategies Seeking a Prosperous Future

Maximize your future with these practical retirement strategies designed to give you financial security.

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 […]

The Value of Doing Something in Retirement

The Value of Doing Something in Retirement Cornerstone Wealth Management

When you enter retirement, your first action may likely be to take advantage of the ability to do nothing. From your hammock swinging in the warm sun or cozy chair in front of the fireplace, you might be smiling, sipping your coffee, thinking, “I’m finally done with that nearly life-long daily grind.” But the bliss […]

Finally, You Can Stop to Smell the Roses in Retirement

Finally, You Can Stop to Smell the Roses in Retirement Cornerstone Wealth Management

Retirement is a time for rest and relaxation, a chance to sit back and appreciate all that we have gained. No longer do we have to rush around trying to meet deadlines or fulfill the demands of a boss. Instead, we can take the time to slow down and truly enjoy the moments we have […]

4 Unconventional Vacations and Relocations

4 Unconventional Vacations and Relocations Cornerstone Wealth Management

As generations leave the workforce, retirement culture resets and reshapes in unique ways. You may have seen your parents choose to retire at home or in their community, but Baby Boomers have taken a different approach to retirement by relocating further from their hometowns or staying on the road for their retirement years. If you’re […]

Staying Social in Retirement

Staying Social in Retirement Cornerstone Wealth Management

For many of us, retirement can be scary for many reasons. Retiring can be an acknowledgment of an end to a chapter of your life. Many people love their work, and the idea that they’d ever stop or could be unable to continue doing what they love is painful. It can also be daunting to […]

The Value of Doing Nothing in Retirement

The Value of Doing Nothing in Retirement Cornerstone Wealth Management

For many, retirement can be a struggle to find new ways to stay busy. If you’re approaching retirement, figuring out how to replace the sense of fulfillment you may have had with your work can be difficult. If you’re in retirement, you may already feel restless without your daily occupation. While it’s crucial for your […]

How Retirement Can Be Your New Beginning

How Retirement Can Be Your New Beginning Cornerstone Wealth Management

Humans are creatures of habit. When we’ve spent time and effort on something over a long period of time, it’s hard to imagine living without that something. The same can be said about work! Many people nearing or in retirement age don’t think about what their day-to-day lives in retirement will be like because they […]

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Birthdays Over 50 Worth Celebrating
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Birthdays Over 50 Worth Celebrating

Before you start planning for retirement, make sure you put these relevant dates in your calendar. Beginning at 50 years old, there are several birthdays that are essential to be aware of as they can influence your retirement timeline and overall financial plan.

The Fundamentals of Estate Planning
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The Fundamentals of Estate Planning

Estate planning can be an emotional process. After all, it’s difficult to think about things like who will raise your children, or which loved one will best manage your financial assets. Estate planning is necessary, however, because without a will, your estate may end up in court. This means it could be divvied up based on a judge’s ruling, rather than on your personal wishes.

Making the Transition to Retired Life
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Making the Transition to Retired Life

After all your years of hard work and disciplined saving, you’ve made it to retirement – congratulations! Now, the challenge becomes tackling common retirement transition concerns so that you can live out the ideal retirement you’ve dreamed of.

Addressing Market Volatility in Today's World
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Addressing Market Volatility in Today's World

Planning for retirement is never a “set it and forget it” task. There are unexpected disasters, market drops, and changing laws that could cause retirees to reevaluate their financial situation. Ultimately, there’s no way to predict everything that will cause market downturns. However, you can prepare yourself for one by having a solid financial strategy in place.

What to Consider in Your Charitable Giving Plan
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What to Consider in Your Charitable Giving Plan

Congratulations! You’ve decided to give to a charitable organization. Charitable giving is a wonderful way to help further causes you are passionate about and feel good while doing it.

The Importance of Designating Beneficiaries
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The Importance of Designating Beneficiaries

When life gets hectic and your to-do list seems endless, it can be easy to let financial planning details slip through the cracks. However, updates to your designated beneficiaries on 401(k) plans, IRA accounts, and other retirement assets is vitally important.

Managing Inflation in Retirement
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Managing Inflation in Retirement

You may have noticed that the things you buy regularly have become more costly, and you may be pondering if inflation will stay high. For individuals close to retirement or already retired, it is essential to take measures to protect themselves from the eroding effects of inflation.

Birthdays Over 50 Worth Celebrating
READ OUR LATEST GUIDE

Birthdays Over 50 Worth Celebrating

Before you start planning for retirement, make sure you put these relevant dates in your calendar. Beginning at 50 years old, there are several birthdays that are essential to be aware of as they can influence your retirement timeline and overall financial plan.

The Fundamentals of Estate Planning
READ OUR LATEST GUIDE

The Fundamentals of Estate Planning

Estate planning can be an emotional process. After all, it’s difficult to think about things like who will raise your children, or which loved one will best manage your financial assets. Estate planning is necessary, however, because without a will, your estate may end up in court. This means it could be divvied up based on a judge’s ruling, rather than on your personal wishes.

The Birth of a Grandchild
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The Birth of a Grandchild

Congratulations! The arrival of a grandchild is always an exciting time. Since many grandparents wish to assist in covering their grandchildren’s future financial needs, it’s also a good time to consider financial preparations for the future. If you hope to provide funds to your grandchildren, both 529 plans and trusts are beneficial options.

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Making the Transition to Retired Life
READ OUR LATEST GUIDE

Making the Transition to Retired Life

After all your years of hard work and disciplined saving, you’ve made it to retirement – congratulations! Now, the challenge becomes tackling common retirement transition concerns so that you can live out the ideal retirement you’ve dreamed of.

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