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4 Tips for Gaining Financial Independence

4 Tips for Gaining Financial Independence

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:…

Refinancing & Home Equity Loans: Tax Considerations

Refinancing & Home Equity Loans: Tax Considerations

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…

IRS Delays Tax Deadline for Individuals to May 17th

IRS Delays Tax Deadline for Individuals to May 17th

When is the tax deadline?

2021 Cornerstone Wealth Market Kick Off

2021 Cornerstone Wealth Market Kick Off

Market Kick Off from the Cornerstone Wealth Team

Market Volatility & Best Year End Tax Tips

Market Volatility & Best Year End Tax Tips

Estate Planning Webinar

Estate Planning Webinar

Tax Filing Extension & 2020 Tax Planning

Tax Filing Extension & 2020 Tax Planning

 

Your Financial Planning Calendar for 2020

Your Financial Planning Calendar for 2020

JANUARY Map out a spending and savings plan. Budgeting may seem like a bore, especially as the winter doldrums set in. Rather than think of it as a financial killjoy, view it as a way to ensure that you have enough money for what you truly value and enjoy—say, a secure retirement and a vacation or two every year. A popular budgeting guideline…

What is Your Capital Gains Tax Rate?

What is Your Capital Gains Tax Rate?

I’ve become aware that there’s still confusion out there about the current federal income tax rates on capital gains. We live to dispel such confusion. Here goes.