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Inflation Protection Options: Insurance

Inflation Protection Options: Insurance

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…

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…

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?

How to Budget and Save Money

How to Budget and Save Money

Do you ever wonder where your money goes each month? Are you curious about how to budget and save money? Does it seem like you're never able to get ahead? If so, you may want to establish a budget to help you keep track of how you spend your money and help you reach your financial goals.

Financial Security

Financial Security

Financial Security - In times of crisis, you don't want to be shaking pennies out of a piggy bank. Creating financial security can ensure that you're protected when a financial emergency arises. One way to accomplish this is by setting up a cash reserve, a pool of readily available funds that can help you meet emergency or highly urgent short-term…

2021 Cornerstone Wealth Market Kick Off

2021 Cornerstone Wealth Market Kick Off

Market Kick Off from the Cornerstone Wealth Team