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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

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Your Financial Crisis Checklist

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

Life is anything but predictable. Whether it’s a natural disaster, political chaos, divorce, or a death in the family, upheavals like this can have serious repercussions on your life and finances. Read more

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Your 2018 Medicare Guide

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

There are many rites of passage in our lives, from getting your first driver’s license to your first kiss to buying your first home. For wiser and more experienced Americans, a major rite of passage is joining Medicare. Medicare is the federal government’s health insurance program, and most Americans become eligible on their 65th birthday. Read more

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4 Simple Steps to Creating an Estate Plan

Published by Beth Schanou, JD

Most of the time, it feels like life is moving at the speed of light. I often feel my entire day, both at home and at the office, is spent in fast forward mode. As if it’s a race to get done as much as possible, I’m running from one thing to the next, all day long, and making sure every household member is fed, cared for, and attends school and their activities. Of course this includes the four-legged members of the family too. Read more

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Medicare Open Enrollment Starts On October 15th. What Do You Need To Know?

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

While it’s exciting to think ahead to retirement after decades of hard work, the countless financial decisions you need to make may seem daunting. And with healthcare being one of the top five expenses in retirement1, your Medicare choices are some of the most important decisions you will make. Read more