Monthly Newsletters

Filter Monthly Newsletter by:

Monthly Newsletters

Wealth From Wisdom News: October 2018

A Transformative Experience: Reina Sandler Goes Corporate to Cornerstone

I spent most of my career at a corporate office with 36,000 other people. I was working in insurance in what you might call the quintessential corporate job. Then, in 2017, I joined Cornerstone Wealth and gained an entirely new perspective. Read more

Monthly Newsletters

September Monthly Newsletter: All Your Pencils Sharpened – A Financial Fine-Tuning for Autumn

We all remember it. You have your pencils all sharpened, your new outfit on, and a fresh new school year ahead of you. Long after our academic days are over, we can’t help feeling that autumn is the time – after the exuberance of summer – to re-check and re-tighten everything to prepare for the colder seasons ahead. Read more

College students financial advising

Monthly Newsletters

August Monthly Newsletter: 4 Financial Lessons Your New College Student Needs to Hear from You (and 2 Important Items for Parents)

As summer comes to a close, many parents and teenagers are packing up the station wagon (or hybrid crossover) for a trip that, for at least one passenger, is one way. You’re ready for this. You’ve done the shopping trips, you’ve packed the boxes, you’ve even shed a few tears. Now it’s time to send your child(ren) off to college. Read more

Monthly Newsletters

Wealth From Wisdom News: September 2018

Building Partnerships: Amy Constable on Learning and Growing

At Cornerstone Wealth Management Group, a lot of the work we do is with our partners. It takes a lot of coordination between ourselves and our partners to ensure we’re all on the same page when it comes to serving clients. Read more

Monthly Newsletters

Wealth From Wisdom News: August 2018

It’s All About First Impressions Catching Up With ERICA SHAW

Chances are, if you’ve visited our office, we’ve met! I’m often one of the first faces you see when you come into Cornerstone, whether you’re a newer client or you’ve been with us for a while. Read more

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.

Read more