Broker Check
Serving the Greater El Dorado County Area, CA
Carson Valley Area, NV
(530) 672-1703


Friday, April 12, 2024

Many people are choosing to extend their careers past the traditional retirement age of 65. If that's you, you might be wondering how Medicare fits into your healthcare picture. Here's what you need to know about Medicare and working...

Monday, April 1, 2024

Many young adults are not only wayward financially, but also pessimistic about ever becoming wealthy. Could it be that our children just aren't getting the financial education they need? April marks the start of Financial Literacy...

Monday, March 25, 2024

Are you looking to boost your retirement savings in 2024? Individual Retirement Accounts (IRAs) offer a tax-advantaged way to save for your future. This post will guide you through the 2024 IRA contribution limits and deadlines,...

Sunday, October 1, 2023

Stay safe online with 10 cybersecurity basics: Strong Passwords, Phishing Awareness, Device Updates, Antivirus, Wi-Fi Security, Link Caution, Social Media Privacy, 2FA, Account Monitoring, Protect Personal Info. Your digital safety matters!

Monday, May 8, 2023

We understand how complicated financial planning can be.  We also respect there is often an additional layer of complication when we approach a client about whether they have involved their children or loved ones with respect to...

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Tuesday, January 31, 2023

We have summarized the SECURE Act 2.0 legislative changes, so you can see what changes affect your specific retirement journey!

Monday, September 12, 2022

What does your W.E.A.L.T.H. look like?Our goal is to consistently elevate the experience we provide to our clients and a big part of that effort is staying current in understanding how you describe "wealth" or "financial independence"...

Tuesday, March 15, 2022

What you need to know about IRA Contributions Each individual who is eligible, can contribute a limit of $6,000.00 for the year 2022 If eligible and over the age of 50, you can contribute a “catch up” contribution limit of...

Friday, January 28, 2022

At Cornerstone Financial Group, we make data integrity and data security a top priority. As such, we have taken many steps to ensure your data is protected from attack and that it is never sold or re-distributed. Local Security All...