Securing today, building tomorrow.

Welcome to Wealth Cornerstones, Inc. We encourage you to explore the depth of information on our website such as newsletters, e-seminars, research reports and calculators. These can provide answers to questions such as "Can I afford a new car?" or "How much do I need to save for my retirement?". This represents just a small part of the personal service we provide to each and every client.
We strive to get to know all of our clients on a personal level. Every situation is different, so everyone's investments, insurance, retirement plan, estate plan and tax plan should be different. There are no "cookie-cutter" answers. In the simplest terms: Your goal is our goal.
Whether you are an experienced investor, or don't know a mutual fund from an annuity, the value of working with a skilled professional cannot be understated. Our daily lives are filled with complex information and difficult decisions. Our job is to take care of you and give you a little less to worry about.
We're here to help educate you about the basic concepts of financial management.; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you will take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" on your internet browser. The information we provide is updated frequently, and we wouldn't want you to miss any developments in the area of personal finance.
Newsletters
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Accumulating Funds for Short-Term Goals
Saving for short-term goals can require a conservative approach. This article explores some guidelines and potential investment vehicles.
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HOT TOPIC: Revisiting the 4% Rule
For years, the “4% rule” helped retirees make their savings last, but now a more aggressive withdrawal strategy might be the new norm.
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Turbulent Times: Bear Markets Come and Go
A look at the economic conditions that triggered the 2020 bear market and why investors may benefit from having a longer-term perspective.
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HOT TOPIC: Think Twice Before Speculating on a COVID-19 Cure
This article discusses risks involved in developing treatments and vaccines for COVID-19, and why discoveries might not benefit investors.
Calculators
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.