Posts filed under: Featured Article

Dow tumbles 322 points after Biden plans to nearly double capital-gains tax for wealthy Americans

Capital-Gains Tax For Wealth Americans Written by Emily Graffeo Article from Business Insider on April 22, 2021 Dow tumbles 322 points after Biden plans to nearly double capital-gains tax for... Read More

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... Read More

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... Read More

Dow falls 200 points after disappointing jobs data, weak Walmart forecast

Article from CNBC – Feb 17, 2021 U.S. stocks slid on Thursday as investors were discouraged by a worse-than-expected jobless claims reading as well as a gloomy forecast from... Read More

Cornerstone Wealth Announces Partner Promotions

Huntersville, NC, February 11, 2021 – Cornerstone Wealth Group, LLC  (Cornerstone Wealth) announced today the promotions of two executives to Partners. New Partner Cliff Hodge,  Chief Investment Officer, oversees all... Read More

The Secure Act Requires Your 401(k) Statement to Show Monthly Retirement Income. You Could Be in for a Surprise.

Barron’s By Nick Fortuna / Feb. 17, 2020 Translating the nebulous balance on a 401(k) statement into an estimated monthly income in retirement can be challenging, leaving workers unsure whether... Read More

10 Easy Things To Do Instead Of Spending Money Next Month

Forbes / by Laura Gaskill on Feb. 18, 2020 The goal: to not buy a single thing you don’t truly need for a month. The purpose: to invest in experiences that make... Read More

10 signs you are not financially OK to retire

Being ready to retire means more than being ready to stop waking up at 6:00 a.m. to put in long hours at a job you’re not thrilled about. If it... Read More

Confused on IRA RMDs After Secure Act? Here’s Clarity.

The Secure Act, which President Trump signed into law in December, raised the age when IRA holders have to start drawing down their accounts via required minimum distributions to 72... Read More

More Questions And Answers About The SECURE Act

Forbes by Bob Carlson / Jan. 28, 2020 The SECURE Act continues to raise questions from readers. Here are some key questions about the Setting Every Community Up for Retirement... Read More