Cornerstone Featured Articles
Our financial advisors at Cornerstone Wealth Management contribute our financial and professional insights to well-known publications on topics that matter to you. Click below to read some of our featured articles.
We’re experiencing historically low tax rates right now, so what can you do to plan ahead? In the near future, tax planning could become the most important part of your financial plan. We saw a period of record high government spending during COVID, and this trend could continue. Considering the
Is your retirement plan solid? Check to see if you have all your bases covered, or whether your retirement “structure” is missing a key component. There is so much that goes into preparing for retirement, sometimes it’s hard to know where to start. Having a comprehensive plan or blueprint will
Here’s a roundup of what is changing for 2018, and how you can make the most of your potential savings. Uncle Sam wants you … to spend some money. That’s the idea behind the Tax Cuts and Jobs Act, the largest tax overhaul in decades. Or, as President Donald Trump
There are two specific types of retirement savers for whom annuities make a lot of sense. See if you’re one of them. Investors have a love-hate relationship with annuities. 1. Annuities offer guaranteed income I often meet with people who have no guaranteed income for retirement other than their Social
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Estate plans frequently contain hidden gaps that families don’t discover until a medical emergency, death, or probate issue forces the documents into action.
The culprit is typically IRMAA and Medicare’s income-based surcharge system, which adds hundreds or even thousands of dollars per year to what higher-income beneficiaries pay.
Does this question bring feelings of confidence or unease? You want to feel unquestioningly confident that your retirement planning is still on track to support the future lifestyle you’ve worked so hard to build.Â
Retirement changes the way income works. Instead of receiving a regular paycheck, many retirees rely on a combination of Social Security, pensions, investment withdrawals, cash reserves, and sometimes annuities or other insurance-based income tools.
