Monthly Newsletters

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Monthly Newsletters

July Monthly Newsletter: Five Financial Factors to Consider Before Buying a Home

Every spring it’s the same: the snow melts, the birds begin building their nests, the neighborhood children resume their outdoor play and the housing market blooms. Yes, among the budding trees and perennial sprouts you’ll notice “For Sale” signs popping up all over town. Read more

Monthly Newsletters

Wealth From Wisdom News: July 2018

Before I joined the financial services world and Cornerstone Wealth Management Group, I was a full-time mom of two kids. Then, when my son was in high school, I decided it was time for something of a career change. Read more

Monthly Newsletters

Wealth From Wisdom News: June 2018

My dad has always been a big influence in my life. I think of him as my mentor and counsel. I seek a lot of advice from him on a number of topics and consider him one of my best friends. I feel that, as I’ve gotten older, I’ve come to see him more as a friend rather than just a father — though he’s still very much that father figure. John Saunders on Life’s Next Steps Read more

Monthly Newsletters

June Monthly Newsletter: Top 5 Reasons Your Estate Plan Needs a Corporate Trustee

As you plan for your own and your family’s financial future, you may be considering the creation of a trust. Many estate plans utilize what is called a revocable living trust. During your life, you generally serve as Trustee of your revocable living trust and can either retitle your assets in the name of the trust during your life or you can use a “pour-over will” to direct your Personal Representative or Executor to transfer any individually owned assets at your passing to your trust. Read more

Monthly Newsletters

May Monthly Newsletter: Retirement and Social Security Benefits What Baby Boomers Need to Know

Income from Social Security­ benefits plays an incredibly important role for many Americans in retirement. In 2015, 85% of married couples and 84% of non-married persons aged 65 or older received Social Security benefits.

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Monthly Newsletters

Wealth From Wisdom News: May 2018

Heading into the second quarter of the year, things have been hectic. With the new tax legislation coming into play, the Cornerstone team has been immersed in all the fine details. We’ve been busy helping clients prepare for the 2018 tax year. Read more

Monthly Newsletters

April Monthly Newsletter: Tax Planning with Qualified Charitable Distributions

The Tax Cuts and Jobs Act passed on December 22, 2017 was the biggest rewrite of the tax code since 1986 and made sweeping changes to the individual and corporate tax system. While most taxpayers will benefit from the reduced tax rates and increased standard deductions, others may find they can no longer take advantage of certain itemized deductions on their 2018 tax return.

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Monthly Newsletters

Wealth From Wisdom News: April 2018

“Find Balance With a Long-Term Mindset” | “The Message Behind Kindness Rocks” | “Do You Need to Establish a Trust?” | “Stop Overpaying Taxes in Retirement” | “Pasta With Turkey and Broccoli” | “3 Places to View Natural Wonders” Read more

Monthly Newsletters

Wealth From Wisdom News: March 2018

“Chase Your Goals” | “Don’t Be the Family Bank” | “Why a Will Is So Important” | “Be Ready for the Financial Challenges of Retirement” | “Go Carb-Free for Dinner” | “The 3 Best Places to See Beautiful Flowers” Read more

Monthly Newsletters

March Monthly Newsletter: 2018 Tax Scams and How to Avoid Them

Tax season is officially upon us and with it comes the inevitable new wave of tax season identity fraud. Every year, thousands of people lose millions of dollars and their personal information to tax scams during tax season. As taxpayers become more sophisticated at spotting scams, so do the scammers. They use regular mail, telephone and email to scam taxpayers, tax professionals, and even HR and payroll departments through phishing attacks and malware.

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