Working with a team of CFP Practitioners is an important first step toward reaching your financial goals. As a Registered Investment Advisor, Cornerstone Wealth Management Group is required to file form ADV to report our business practices and conflicts of interest. As CFP Practitioners, we are on your side.
Meeting someone new and then talking about something as personal as your finances can be a little overwhelming. We are here to simplify the conversation and help you and your family make the best financial decisions now and down the road. Read about the causes of the recent inflationary trend. Does it represent a short-term phase or the start of a longer-term acceleration in prices?
Meeting someone new and then talking about something as personal as your finances can be a little overwhelming. We are here to simplify the conversation and help you and your family make the best financial decisions now and down the road. Read about the causes of the recent inflationary trend. Does it represent a short-term phase or the start of a longer-term acceleration in prices?
Services
Buffie Shepherd
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Buffie is a native of Greene County and has 18 years of banking experience and customer service skills. She is married to Jimmy Shepherd and they have one son. In her spare time she enjoys spending time with her family and loves to travel. Buffie assists Brian and Andrew in providing outstanding customer service to our clients.
What Makes Us Unique
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We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
RMD Calculator
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Many retirement plans require that you begin taking minimum distributions after you reach age 72. Based on the information you provided, the estimated required minimum distribution is shown below. This calculator uses the factors from the IRS's Uniform Lifetime Table. If your spouse is your sole beneficiary and is more than 10 years younger than you, an alternate calculation, which may result in lower RMD amounts, should be used.
Roth IRA Conversion Calculator
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One issue to consider is that if you convert your traditional IRA to a Roth IRA, you will owe current federal income tax on the amount you convert. When Congress created the Roth IRA, millions of Americans who already had traditional IRAs faced a new decision: "Should I convert to a Roth IRA?" Traditional IRAs feature deductible contributions, and withdrawals are taxed as income.
What Key Estate Planning Tools Should I Know About
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Wills and trusts are two of the most popular estate planning tools. Both allow you to spell out how you would like your property to be distributed, but they also go far beyond that. Just about everyone needs a will. Besides enabling you to determine the distribution of your property, a will gives you the opportunity to nominate your executor and guardians for your minor children.
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