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The Tax Secrets of the Uber-Rich That Could Save You Thousands

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The Tax Secrets of the Uber-Rich That Could Save You Thousands

By Scott Ford, CEO, Founder & Wealth Advisor of Cornerstone Wealth Management Group

How do the uber-rich get away with paying a fraction of their fair share of taxes? What do they know that others don’t? Read more

Could Living a Long Life Cause You to Go Broke? Strategies To Make Your Money Last

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Could Living a Long Life Cause You to Go Broke? Strategies To Make Your Money Last

By Scott Ford, CEO, Founder & Wealth Advisor of Cornerstone Wealth Management Group

Have you ever thought about the possibility of living past the age of 100? If you haven’t, you probably should. Read more

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There’s a 60% Chance You’ll Retire Unexpectedly: Here’s How To Prepare

By Scott Ford, CEO, Founder & Wealth Advisor of Cornerstone Wealth Management Group

Imagine this: you are 55 years old, in your prime earning years and you think you have plenty of time left to work and save for retirement. But then the unexpected derails your best-laid plans. Read more

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Financial Planning is for Everyone

Published by Beth Schanou

Everyone can benefit from some form of financial planning. Not all plans look the same because we are individuals and have unique needs, but the need for some amount of planning is present for every age group and financial status. Often this can be difficult to embrace because in order to plan effectively, there is a need to open up and share personal information including finances and goals. This isn’t always easy. Read more

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Everything You Need To Know About Withdrawing Money From Your IRA and 401(k) in Retirement

By Scott Ford, CEO, Founder & Wealth Advisor of Cornerstone Wealth Management Group

Chances are you have a 401(k) or an IRA and are making regular contributions to bulk up your retirement savings. A recent Fidelity study tells us that 401(k) saving rates have hit a record high of 12.9%, and the average account balance has shot up from $74,900 five years ago to $95,500 today.1 Read more

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Medicare 101: What You Need to Know

Published by Ben Goethel 

An often overlooked aspect of financial planning is considering health insurance options. Health care costs continue to rise, and as you grow older the likelihood you’ll need those services increases. Read more

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Are You Leaving Money On the Table? 9 Common Social Security Assumptions That Could Cost You a Small Fortune

By Scott Ford, CEO, Founder & Wealth Advisor of Cornerstone Wealth Management Group

You’ve been contributing to Social Security your whole life, right back to that first official paycheck. Between you and your employers, you’ve doled out 12.4% of your annual income. Read more

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Business Owners, Are You Saving Enough to Retire on Time?

By Scott Ford, CEO, Founder & Wealth Advisor of Cornerstone Wealth Management Group

Many business owners have lofty retirement dreams, but often they invest so much in their businesses that they neglect to save enough for retirement. One common misconception is that the sale of their firm will fully fund their retirement. Read more

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Fallout from Equifax Breach

143 million American consumers were affected by the data breach at Equifax, one of the nation’s three major credit reporting agencies. Read more

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10 Questions to Ask When Selecting an Advisor

By Scott Ford, CEO, Founder & Wealth Advisor of Cornerstone Wealth Management Group

Most people fall into two camps: They either don’t have a financial advisor because they don’t know who to turn to, or they have an advisor but aren’t 100% convinced that their advisor is creating value for them. Read more