Free Guides

Filter Free Guide by:

Free Guides

2018 Social Security Benefit Guide

Two of the most important decisions you will make are when to file for benefits and how to coordinate filing with your spouse. This guide will give you a broad overview of the Social Security system and how it works, as well as specific information on details to consider when filing for benefits.

Download Guide Read more

Free Guides

Divorce Planning

There’s no question divorce is one of the most stressful and emotionally- charged experiences people may encounter in their adult lives. However, it is possible to get through a divorce with your self-esteem, finances and future intact. The key is careful and deliberate planning.

Download Guide

Free Guides

Long-Term Care

Our goal is to make your life easier. Caring for a loved one with Alzheimer’s or dementia can be highly stressful for caregivers and family members. Providing answers on how to financially prepare for these conditions is one way we can help. Read this guide for tips on how to prepare for the physical, financial and emotional impact of Alzheimer’s or dementia.

Download Guide

Free Guides

Millennials

For Millennials, managing life and finances comes with challenges, especially those like balancing college debt with home ownership and having important goals like saving for retirement. Download this free guide for tips on how Millennials can get started on the path to the confident financial future that they seek.

Download Guide

Free Guides

Estate Planning

Often, people believe that estate planning only benefits the very wealthy, but nothing could be further from the truth. It’s something everyone needs to engage in regardless of age, estate size or marital status. If you have a bank account, investments, a car, home or other property—you have an estate.

Download Guide

Free Guides

Do You Know Your Family Index Number?

Long-term financial security is a goal most investors aspire to, yet accomplished individuals and families know that attaining this objective requires more than hard work and luck. At Cornerstone Wealth Management Group, we believe advancing and protecting a lifetime of wealth requires a personalized and focused approach that begins with determining your Family Index Number—the individual rate of return you need to achieve your goals and objectives with confidence.

Download Guide Read more

Free Guides

Finding Business Liquidity Using an Entrepreneur Recapitalization (E-Recap)

Is your business your largest asset? A 2014 CNBC study revealed that most business owners have 70% of their wealth invested in their firm, with 20% of owners having over 80% of their wealth in their business. This presents several challenges, including increased financial risk and
lack of liquidity.

Download Guide Read more

Free Guides

Funding Small Business Ownership Transfers

About 80 percent of U.S. business owners say they want to pass their family business on to the next generation, but research shows that only 33 percent are successful in the transfer (Chief Executive Magazine). Sometimes, the transfer of the business and resulting financial challenges doom the company to failure. A loan facilitated by the Small Business Administration (SBA) may allow business owners to sell their business and leave a healthy company to the next generation.

Download Guide

Free Guides

Back 2 Basics

The good news is that American households have a total net worth of $85.2 trillion. The bad news is that most families are still behind where they were financially in 2007. In a recent survey, over half of Americans said they had less than $1,000 in their checking and savings accounts combined.

Download Guide

Free Guides

Investment Process

As investors, we would all like to effortlessly beat the markets, buying and selling investments based on brilliant timing, instinct and a little luck. But most of us realize it’s not that easy.

Download Guide