Cornerstone Investments

Cornerstone Investments Cornerstone Investments provides financial planning for businesses and individuals with an emphasis in strategic tax planning and retirement income.

Working with your trusted professionals we aim to bring together a plan that is built to you needs.

You’ve started saving for retirement and for a rainy day. When should you use your emergency fund?
09/01/2026

You’ve started saving for retirement and for a rainy day. When should you use your emergency fund?

Knowing the right time to use your emergency fund keeps you from mismanaging your savings and leaves your safety net for when you truly need it.

🔑 Unlock the power to shape your legacy! 🔑 As August is What Will Be Your Legacy Month, let's remember that we have the ...
08/27/2026

🔑 Unlock the power to shape your legacy! 🔑 As August is What Will Be Your Legacy Month, let's remember that we have the ability to shape our own legacies. The choices we make, the actions we take—they all contribute to the story we leave behind. Dream big, pursue your passions, and live a life that inspires others to do the same. 💫

Why Roth IRAs make sense if you’re a millennial:
08/25/2026

Why Roth IRAs make sense if you’re a millennial:

A Roth IRA can be a valuable account for millennials who consistently contribute for years at a lower tax bracket and can enjoy tax-free withdrawals when they retire.

💡 Your legacy: a beacon of light in a changing world! 💡 During this special month, let's remember that our legacy isn't ...
08/20/2026

💡 Your legacy: a beacon of light in a changing world! 💡 During this special month, let's remember that our legacy isn't just about our achievements—it's about the values we hold dear and the positive change we create. Share your wisdom, uplift others, and be the guiding light that illuminates the path for future generations. ✨

Confused about what to invest in? Learn more about asset allocation for investors in their 30s and 40s:
08/18/2026

Confused about what to invest in? Learn more about asset allocation for investors in their 30s and 40s:

Explore all of NerdWallet's investing content, including articles, product reviews and our picks for investment accounts.

🌍 Leave footprints that inspire generations! 🌍 August is What Will Be Your Legacy Month, reminding us that every action ...
08/13/2026

🌍 Leave footprints that inspire generations! 🌍 August is What Will Be Your Legacy Month, reminding us that every action we take matters. Each word of encouragement, each act of kindness, can ripple through time and touch countless lives. Let's make our legacy one of love, compassion, and empowerment! 💚

Want a decent shot at making your ‘future self’ wealthy in retirement? Success depends on a number of interlocking facto...
08/11/2026

Want a decent shot at making your ‘future self’ wealthy in retirement? Success depends on a number of interlocking factors.

Millennials have many competing financial priorities, from paying off debt to saving for the future. But how much do millennials need to save for retirement? Here's how to come up with your number.

🌟 August is the month to ponder our legacy! 🌟 Reflect on your past and your future goals to consider what you will be le...
08/06/2026

🌟 August is the month to ponder our legacy! 🌟 Reflect on your past and your future goals to consider what you will be leaving behind for future generations. As we reflect on our lives, let's remember that our legacy isn't just about money or possessions—it's about the impact we make on the lives of others. Take a moment today to think about the positive mark you want to leave on this world. 💫

Have you saved enough to last for your retirement? Use this calculator to find out.
08/05/2026

Have you saved enough to last for your retirement? Use this calculator to find out.

Use NerdWallet's calculator to see how much you'll need in retirement and explore different ways to reach your goal.

New to doing taxes? Beware! There are costly implications for common errors. Avoid these top filing mistakes.
08/04/2026

New to doing taxes? Beware! There are costly implications for common errors. Avoid these top filing mistakes.

These 5 common tax mistakes could cost you thousands in refunds on your federal tax return.

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105 S. Madison
Bloomfield, IA
52537

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