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Tax Cuts and Jobs Act Changed Things More Than You Realize

The Tax Cuts and Jobs Act made a lot of changes. It was the single largest tax reform bill in nearly 30 years. However, the impact of the TCJA might be a lot broader than most realize. Almost every small business owner in the country is impacted by a new tax deduction called 199A. Read more

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Digital Assets – What They Are and Why You Already Own Some

By Jamie Hopkins

Recently I gave a presentation to a large group, over 300 in attendance. I asked the group, “How many of you own a digital currency?” Only about three or four hands went up. I was shocked. Read more

year end planning

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7 Year-End Planning Tips from a Wealth Planner

Published by Mark Petersen, Vice President Affluent Wealth Planning

The holidays are upon us, so that must mean it’s time for year-end income tax planning, right? In the past, I would have said yes, but that changed 12 months ago when the Tax Cuts and Jobs Act (TCJA) of 2017 was passed. Read more

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Happy Holidays From Cornerstone Wealth Management!

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

With the holiday season in full swing, our team at Cornerstone Wealth Management would like to take this opportunity to wish you and yours a happy holiday and a wonderful new year! We are grateful to have clients like you, and we appreciate your trust in us to provide exceptional services that help you experience confidence in your future and focus on your passions, knowing that we’re here to watch over your finances. Read more

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Important Financial Actions To Take Before the Ball Drops!

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

Before the year’s end, in the midst of the holiday events, travel, and overall busyness, the last thing you want to think about is tackling your finances. But with finance-related resolutions tying with eat healthier and get more exercise as the most popular New Year’s resolution,1 why don’t you give yourself a leg up on next year’s financial goals by finishing this year strong? Here are 10 critical financial actions you’ll be glad you took when the ball drops on New Year’s Eve! Read more

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Frequently Asked Questions About Our Financial Planning Process

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

As a financial planner, I get a lot of questions about my job. Most people only have a vague idea about what it is I actually do. In fact, it seems that there is an aura of mystery surrounding anything to do with finance in general. Today, I want to clear things up for you and answer some of the questions that I hear the most. Read more

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The 4 Pitfalls of No Plan

There are some things in life you just can’t plan for: an unexpected illness, job loss, death of spouse, disability…While these major events can impact your life, having an effective game plan can help ensure that it doesn’t ruin your financial well-being. Read more

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What We’re Grateful For This Year

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

Happy Thanksgiving from our team at Cornerstone Wealth Management Group! We want to take a moment to thank you for being a part of our family. We sincerely appreciate the trust you place in our firm, and we take our responsibility to you and your family very seriously. Read more

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Improving The Traditionally Allocated Portfolio

Published by Tyler Schlumpf

We’re going to introduce a few mathematical concepts in this article that are crucial to building a portfolio. For those that are already moving their cursor up to the X in the right hand corner, just stick with it! These concepts, whether we choose to learn them or not, have a significant impact on the way we combine investments and are important to understand as we discuss portfolio construction. Read more

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Do You Have Specific Questions About Your Social Security Benefits?

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

For most Americans, Social Security is a significant retirement asset. Born out of the Great Depression as a retirement safety net, it has grown to cover 96% of workers in the U.S.1 These days, a record high of around 173 million people are working and paying into the system that provides benefits for over 62 million people.2 In fact, the majority of retirees get more than half of their income from Social Security.3 Read more