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:…

Wondering what it's like to work with a local financial advisor?  The Cornerstone Wealth’s Greenville office is located at 75 Beattie Place, Suite 110 Greenville, SC 29601. As a Greenville, SC-based wealth management firm with a focus on holistic planning,  we understand how important it is for you to meet your goals and financial needs.

Cornerstone Wealth’s Aiken office is located at 137 Old Market Street, Suite 203, Aiken SC 29803 in the Village of Woodside. In its 7th year of operation, our Aiken office has continuously been the premier spot to get the personal financial advice you need to achieve your financial and retirement goals.