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Cornerstone Wealth We guide those who want to plan. protect. prosper. Securities and Advisory Services are offered through LPL Financial, a Registered Investment Advisor.

Member FINRA & SIPC (finra.org/sipc.org). Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
10/24/2026

Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.

This article may help you maximize the benefits of your donation for your chosen charity.

These 6 things might make your next return a prime target for an IRS audit.
10/23/2026

These 6 things might make your next return a prime target for an IRS audit.

Here are six flags that may make your tax return prime for an IRS audit.

What happens to your 529 account if your kids don't go to college? With rising college costs and changing job markets, m...
10/21/2026

What happens to your 529 account if your kids don't go to college? With rising college costs and changing job markets, more students are considering alternatives to traditional four-year colleges.

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

Learn about Medicare’s popular program, offering retirees free gym membership and health education.
10/19/2026

Learn about Medicare’s popular program, offering retirees free gym membership and health education.

Medicare’s popular program, offering free gym membership and health education.

10 tips that can head-off marriage money problems.
10/17/2026

10 tips that can head-off marriage money problems.

Couples may be able to head off many of the problems in a marriage that money can cause.

Find out whether you are insurable before implementing a strategy using life insurance.
10/16/2026

Find out whether you are insurable before implementing a strategy using life insurance.

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to...
10/14/2026

Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to qualify. Read more here:

Learn all about Medicare basics in this informative and insightful article.

Scams are evolving but so can your defenses. From phone calls to social media, scammers are using old tricks in new ways...
10/12/2026

Scams are evolving but so can your defenses. From phone calls to social media, scammers are using old tricks in new ways. The good news? Most are preventable. Check out our quick infographic to stay one step ahead!

A helpful glossary of current scams.

If you’re 65 or older, you may need to enroll in Medicare. We’ll help you sort through the basics to determine if you qu...
10/10/2026

If you’re 65 or older, you may need to enroll in Medicare. We’ll help you sort through the basics to determine if you qualify. Read more here:

65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.

What can a fairy tale teach us about goal-setting success? Watch our video and find out.
10/09/2026

What can a fairy tale teach us about goal-setting success? Watch our video and find out.

Do you know how to set up your financial goals for success? This knight does.

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4021 W. E. Heck Court , Suite D-3
Baton Rouge, LA
70816

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