What are appropriate checklists for year-end tax planning?

“I would also say it’s premature to discuss pausing and it’s not something that we’re thinking about. That’s really not a conversation to be had now. We have a ways to go. And the last thing I’ll say is that I would want people to understand our commitment to getting this (quelling inflation) done, and to not making the mistake of not doing enough…

A simplified employee pension (SEP) is a written plan that allows small-business owners to make retirement contributions to traditional IRAs (SEP-IRAs) set up for themselves and for each eligible employee. These contributions may be deducted from your business's income and excluded from your employees' income. A SEP may not only provide you with a…

Sandra Lee is a Divorce Coach with more than 20 years of experience helping people navigate the emotional and financial considerations of divorce. Sandra recently joined Cornerstone’s Jeff Carbone, CFP®, AIF® for an important discussion on how you can successfully navigate the divorce process.

We view goals as life’s destinations, whether it is where you want to be at the end of the day or at some point in the distant future. But there is a big difference between a clearly stated goal with a plan to achieve it, and a hope or a pipe dream that merely swirls around in your head. If a goal is not perceived as realistic or achievable, then…

Cliff Hodge, CFA - Chief Investment Officer

UofSC VETERANS AND MILITARY AFFAIRS ANNOUNCES 5th ANNUAL VETERANS DAY 5K NOV.13

On July 4th, we take the time to celebrate our country’s history of declaring independence and guaranteeing our freedom. Now more than ever is a great time to consider financial freedom as well.    Self-sufficiency isn’t guaranteed, but every one of us has the opportunity to achieve it. Check out these four steps to achieve financial independence:…