Client Resources

Cornerstone’s Latest Blog Posts

The Pros & Cons of Roth IRA Conversions

What are the potential benefits? What are the drawbacks?  Provided by Tim Flick, CFP®   If you own a traditional IRA, perhaps you have thought about converting it to a Roth IRA. Going Roth makes sense for some traditional IRA owners, but not all. Why go Roth? There is...

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The Medical Expense Deduction in 2018

Tax reform has lowered the threshold. Provided by Tim Flick, CFP®     If you itemize, you should note the reduced medical deduction threshold for 2018. This year, you can deduct qualified medical expenses exceeding 7.5% of your adjusted gross income. Next year, the...

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Your 2018 Financial To-Do List

Things you can do for your future as the year unfolds. Provided by Tim Flick, CFP®                        What financial, business, or life priorities do you need to address for 2018? Now is a good time to think about the investing, saving, or budgeting methods you...

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