Cornerstone Financial Planners, Inc.

Financial and Estate Planning for Everyone

Cornerstone Financial Planners, Inc. was formed in 1984 with a simple premise:  everyone, regardless of income level, should have access to financial and estate planning services.  We still believe in that premise and you'll notice the words "Financial and Estate Planning for Everyone" near the top of our letterhead.

Whether it's budgeting, debt reduction, insurance, investments, tax preparation, retirement planning, education planning, college expense reduction, or advanced estate planning, let us know your needs.  We're glad to help in whatever way we can.
Calculators

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

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Newsletters

Tax Law Keeps S Corporations Attractive

S corporations are more common than C corporations and partnerships, perhaps because they are not subject to the corporate tax. Instead, profits and losses flow directly to shareholders, who are currently taxed at lower individual income tax rates. Read why reorganizing as an S corporation may be a smart move.

HOT TOPIC: Current Economic Conditions and the Prospect for Inflation

Inflation jumped up to 3.2% in April. That’s still below the 50-year average but it may be little consolation for anyone who has been to a gas station or a grocery store recently.

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

HOT TOPIC: Why Watch the Employment Situation

Labor reports showed some signs of improvement in the second half of 2011. This article takes a closer look at the official reports that track employment, factors that held back job creation after the recession officially ended, and whether recent gains are enough to spark more robust growth.

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