Cornerstone Wealth and Tax Advisory

de-risking

De-Risking

“De-Risking.” This is a phrase you may hear more frequently as the market dips lower and lower.  It is a term often used when discussing how those who are near retirement can prepare when they know their future years of employment and wages are coming to an end, and their savings have dwindled dramatically due …

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Review the basics

Refresher

We try to educate our clients on annuities. Sometimes, it’s a good idea to review the basics. Click here to visit our annuities page. We’ve outlined information such as the different types of annuities, the nature of the underlying investment, the primary purpose of an annuity, the nature of the payout commitment, the tax status …

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Pension

Adjustments

While inflation has certainly been in the news a lot lately, one topic that hasn’t been discussed all that often is private pensions. Unlike Social Security payments, they typically don’t offer cost-of-living adjustments that keep up with inflation rates. State and local government pensions do typically offer cost of living increases, but this sometimes causes …

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Two FAQs

Two Frequently Asked Questions

Two of the most frequently asked questions when considering life insurance: What financial benefits will be available to survivors after your death What will their needs be?  These are the most common types of benefits: Social security and other retirement-related survivor benefits; life insurance; and other assets and resources.  Having these funds isn’t enough though. …

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