Your Home as a Source of Dollars in Retirement
If you own a home, you may be wealthier than you think. The equity in…
Author Ed Wettig, CFP — Cornerstone Financial Planning Group
Ed Wettig, CFP — Cornerstone Financial Planning Group
Cornerstone Financial Planning Group offers investment management, financial planning and retirement income strategies. Representative is registered with and offers only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC. 6187 Carpinteria Ave, Carpinteria, CA 93013, 800-874-6910. Cornerstone Financial Planning Group and PlanMember Securities Corporation are independently owned and operated. PlanMember is not responsible or liable for ancillary products or services offered by Cornerstone Financial Planning Group or this representative. cornerstonefinancialbend.com
Understanding Probate
When you die, you leave behind your estate. Your estate consists of your assets —…
Life Insurance at Various Life Stages
Your need for life insurance changes as your life changes. When you’re young, you typically…
Changing Jobs? Know Your 401(k) Options
If you’ve lost your job, or are changing jobs, you may be wondering what to…
The Basics of an Estate Plan
Five Steps You Can Take to Get Started Estate planning is the process of designating…
Estimating Your Retirement Income Needs
(Photo | Pixabay) You know how important it is to plan for your retirement, but…
Patience Truly Is a Virtue — Investors Hurt by a Lack of Discipline
(Graphic | Courtesy of Cornerstone Financial Planning) For most of us, achieving a financially secure…
Required Minimum Distributions — What You Need to Know
(Photo | Pexels) You cannot keep retirement funds in your accounts indefinitely. You generally must…
Three Mistakes to Avoid in Retirement
(Photo by Andrea Piacquadio) Have you set 2023 as the year you will retire? Every…
The Giving Season
Six Tips for Making Smart & Effective Charitable Donations This Holiday Season The holidays are…