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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Five Tips to Regain Your Retirement Savings Focus in 2021
This article presents five steps that could help focus and enhance a retirement savings strategy in 2021.
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Sequence Risk: Preparing to Retire in a Down Market
This article offers a strategy that may help address sequence risk — the danger of poor investment performance at the outset of retirement.
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Will vs. Trust: Know the Difference
Wills and trusts can each help in the distribution of assets at death. This article points out important differences between the two.
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Telemedicine: The Virtual Doctor Will See You Now
Many large employers offer telemedicine programs in their benefit packages. Do you know the potential advantages of telemedicine?
Calculators
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Lease Payment
How much would your monthly lease payment be?
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.