Monthly Newsletters

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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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Monthly Newsletters

Wealth From Wisdom News: February 2018

February is the month of relationships. It’s when people share their appreciation of those who matter most in their lives; friends and family, spouses or signifcant others. But it’s also important to highlight the professional relationships in our lives, such as the relationship between business and client. Read more

Monthly Newsletters

February Monthly Newsletter: Choosing the Right Trustee

One of the most important decisions to be made when designing your estate plan is who to name in the various fiduciary roles – trustee, personal representative, executor and agent. While a critical decision, it is often given significantly less thought than the design and distribution of your assets. Even a meticulously designed estate plan drafted by an accomplished estate planning attorney will fail to achieve its purpose if the Trustee selected fails to administer the trust properly. Read more

Monthly Newsletters

Wealth From Wisdom News: January 2018

2017 was an incredible year for all of us at Cornerstone Wealth Group. We want to share a few of our individual accomplishments and memories with you this month. Click the link below to read our entire newsletter. Read more

Monthly Newsletters

January Monthly Newsletter: Holiday Spending

If you’re like many Americans, the recently passed tax reform and the continuation of the current bull market may have given you the confidence to dig a little deeper into your pockets for holiday spending. Newly released sales data showed retailer’s holiday sales increased 4.9% when compared to last year; the best holiday sales season since 2011.[1] While that may be good news for the retail sector that has seen several recent store closures, it’s probably not great news for the average consumer. Read more