Posts filed under: Financial Planning

Inflation Protection Options: Insurance

Inflation Protection Options When you buy a long-term care insurance policy, you choose a daily benefit level (the amount that the policy will pay for your daily care if you... Read More

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... Read More

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... Read More

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... Read More

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... Read More

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... Read More

IRS Delays Tax Deadline for Individuals to May 17th

When is the tax deadline? IRS Delays Tax Deadline for Individuals to May 17th The IRS will push back the April 15 tax return due date for one month to... Read More

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?... Read More

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... Read More

Why is financial planning important?

Why is financial planning important? A comprehensive financial plan serves as a framework for organizing the pieces of your financial picture. With a financial plan in place, you’ll be better... Read More