Learn how tariffs impact your financial plan, from inflation and investment risks to retirement savings and business strategies. Get expert tips to protect your finances in an uncertain global economy.

What is a financial statement, and how do you read one? Learn more about financial planning for women through our financial education for women.

The start of a new year is the perfect time to review your financial goals. Learn five actionable steps to secure a prosperous 2025 with Cornerstone Wealth.

Offering defined contribution plans to employees is more than just a financial decision; it's a strategic move that can significantly enhance your business's appeal. Retirement plans are essential for attracting and retaining top talent; showcasing your commitment to your employees' long-term financial well-being. By providing retirement benefits, you demonstrate that you value your employees for their current contributions and future security.

Review Cornerstone's end-of-year tax planning strategies and how we optimize tax efficiencies for our clients. Consult with a tax planning advisor near you.

The 2025 tax sunset is a critical event set to occur at the end of 2025 when key provisions of the Tax Cuts and Jobs Act (TCJA) are scheduled to expire. Understanding the implications of this tax reform sunset is vital for individuals, families, and businesses.

Explore advanced tax planning strategies with year-end charitable giving. Talk to a tax planning advisor today to discuss potential charitable contributions.

Navigating the complex world of state-specific tax laws can be daunting. At Cornerstone Wealth, our expert team, including Director of Tax Services Cindy Meares and Assistant Director Stephen Gaskill, provides comprehensive tax planning and filing services tailored to your unique financial situation, no matter where you reside. Our specialized knowledge of varying state tax regulations allows us to deliver personalized strategies, ensuring compliance and maximizing savings.

Significant changes in estate planning sunset 2026 necessitate a re-evaluation of strategies. High-net-worth families must act now to prepare for impacts.

When it comes to expansion, understanding business owner tax responsibilities can help you manage risks, payroll, credits, and deductions effectively.

In our recent webinar, we delved deep into the current economic landscape and offered actionable insights to help you navigate the rest of the year. We covered an Economic Overview, Market Performance & Strategy, Election Impacts, and Year-End Tax Planning.

With no direct access, high earners can leverage backdoor Roth Ira tax advantages providing tax-free growth, control over distributions.

In this market update, Cliff Hodge, CFA, discusses the Federal Reserve's recent rate cuts, ongoing inflation trends, and their impact on the U.S. economy. Learn about the challenges of stock market valuations, rising geopolitical risks, and what investors should consider moving forward. As Cornerstone Wealth Group continues to monitor the evolving market, we offer insights into long-term investment strategies and the importance of alternative investments. Join our upcoming Fourth Quarter Webinar for a deeper analysis of the economy and financial markets into 2025.

As we approach back-to-school and election season, I'm reminded that volatility often returns to the market during these times. This past week, we experienced weaker economic data, a surprise increase in the unemployment rate, lackluster earnings, and an unwind in crowded positions. This led to a global selloff, disrupting what had been an otherwise calm year for the markets.