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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

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5 Common Regrets Of Business Owners In Retirement

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

If you’re like more than half of Americans, you are most likely looking forward to your retirement years.1 But what happens when you get to retirement and it’s not all it’s cracked up to be? Have you considered the idea that you could regret your decision to retire? Read more

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How Much Do You Know About Social Security?

Social Security can be complicated to navigate at times, but since it’s so vital to your retirement income plan, it’s important to make wise decisions and create strategies to optimize your benefits. Read more

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4 Easy Ways to Diversify Your Investments

Published By Jake Bleicher, Equity Analyst

The benefit diversified investments has for a portfolio is simple, in theory. It reduces the impact any individual investment has on the portfolio, and proper diversification can help mitigate losses during a market downturn. In practice however, portfolios can become a large hodgepodge of various assets rather than a methodical allocation. The key is to reduce the correlation between assets so that they generally perform independent of one another. Read more

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5 Reasons It’s Important to Set Financial Goals

Published by Rob Furlong, Portfolio Manager

The alarm sounded promptly at 1a.m. Shortly after some rustling and grumbling the tent zippers opened and we stepped out into the frigid air. After a quick breakfast, we began heading uphill into the darkness. For the next eight hours life was little more than listening to the ice crunch with each step as we ascended over 5,000 feet into the thinning air. Shortly after 9a.m. we were at 14,200 feet-on top of one of the highest peaks in the Cascade mountain range. Read more

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If I Could Only Teach One Financial Lesson

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

After several decades spent working in the financial services industry, I’ve seen a lot of investment fads come and go. The media gets excited about new ideas and strategies that never seem to stand the test of time. Read more

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Our Mid-Year 2018 Economic Update

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

Here’s one thing we know for sure about the economy – it’s not boring! The first half of 2018 kept us on our toes with a fair share of highs and lows, market volatility, trade uncertainty, and record unemployment numbers. Despite some dramatic market moments, most individual Americans believe things are looking up. So instead of looking at the daily headlines, here’s a view of our economy from 30,0000 feet as we reach the mid-year mark of 2018. Read more

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How Emotional Decisions Can Ruin Your Investment Strategy

More money is left behind than lost during market declines. When an investor reacts emotionally to declines, they often pull money out of the market, derailing their investment strategy and leaving them much less exposed to equity markets. Often, these moves are made very near the bottom of the market and the investor leaves behind a substantial portion of return. Read more