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Our Perspective on the SECURE Act

Our Perspective on the SECURE Act

How the SECURE Act Will Impact Your Retirement

Cornerstone Wealth Celebrates 20th Anniversary and Announces Expansion of Financial Services Team

Cornerstone Wealth Celebrates 20th Anniversary and Announces Expansion of Financial Services Team

Celebrating Cornerstone's 20th Anniversary HUNTERSVILLE, N.C., April 14, 2021 /PRNewswire/ -- 2021 marks the twentieth anniversary of Cornerstone Wealth Group, LLC (Cornerstone Wealth), a fiduciary financial advisory firm based in Huntersville, NC. The Firm has grown from the original four partners to over 35 employees in five locations throughout…

Business Succession Planning

Business Succession Planning

Business Succession Starts with a Plan When developing a succession plan for your business, you must make many decisions. Should you sell your business or give it away? Should you structure your plan to go into effect during your lifetime or at your death? Should you transfer your ownership interest to family members, co-owners, employees, or an…

Estate Planning Documents You Need

Estate Planning Documents You Need

Key Estate Planning Documents You Need There are five estate planning documents you may need, regardless of your age, health, or wealth: Durable power of attorney Advance medical directives Will Letter of instruction Living trust The last document, a living trust, isn't always necessary, but it's included here because it's a vital component of…

Retirement Planning

Retirement Planning

Retirement Planning: The Basics You may have a very idealistic vision of retirement — doing all of the things that you never seem to have time to do now. But how do you pursue that vision? Social Security may be around when you retire, but the benefit that you get from Uncle Sam may not provide enough income for your retirement years. To make…

Investing 101

Investing 101

Investing 101 Investing involves setting goals for the future and weighing the risks and potential rewards associated with a wide variety of investment opportunities. If you are a new investor, this might seem like an overwhelming task.

Financial Basics

Financial Basics

Financial Basics 101 With age comes responsibility, so if you're a young adult in your 20s or 30s, chances are it's time to learn the financial basics. In the financial realm, young adults face a unique set of challenges, including a competitive job market and significant student loan debt that can make it difficult to obtain financial stability.…

Working with a Financial Professional

Working with a Financial Professional

Working with a Financial Professional - In these uncertain times, the value of objective financial guidance cannot be overestimated, and the importance of the financial profession has never been more apparent. Regulatory changes initiated well before any of us had even heard the phrase "social distancing" are now in effect, establishing a new…

How to Manage Your Money

How to Manage Your Money

How to Manage Your Money - 10 Step Actions 1. Set up the RIGHT accounts The first step to manage your money (or manage your finances) is making sure you have the right accounts set up. If you have not already done so, you’ll need to set up checking, saving, and investment accounts. These are the building blocks of financial success.

IRS Delays Tax Deadline for Individuals to May 17th

IRS Delays Tax Deadline for Individuals to May 17th

When is the tax deadline?