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.

Buying a home is one of the most financially significant events of your life. But even after closing, your financial work isn’t done. There are a few more steps you should take to incorporate your home into your greater financial picture. 1. Adjust Your Budget After buying a home, the makeup of your monthly and annual expenses will…

Planning for marriage should involve more than just picking out invitations and deciding whether you should serve chicken or fish at the reception. More importantly, you'll want to take a look at how marriage will impact your financial situation. And while there are a number of issues you'll need to think about, careful planning can increase the…

What are the tax considerations associated with refinancing and home equity loans? Generally, interest paid on loans to acquire an existing home or to construct a new home is tax-deductible, with certain limitations. In addition, interest paid on refinanced mortgages is deductible (also subject to certain limitations). From 2018 to 2025, the…