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.

07/16/2026
Rolling 401k assets into an IRA can give you more investment choices and better control over them. But do you understand...
07/15/2026

Rolling 401k assets into an IRA can give you more investment choices and better control over them. But do you understand the tax impact? And what other options do you have for your rollover?

If you're leaving a job, you need to decide how to handle the money in your 401(k) account. Learn what your options are.

Life is full of little messes. But one big one you MUST avoid is messing up your credit! Here are some common things tha...
07/14/2026

Life is full of little messes. But one big one you MUST avoid is messing up your credit! Here are some common things that can mess up your good credit.

Your history of on-time payments and how much available credit you're using are the biggest factors in credit score calculations. Learn more about what does and doesn't affect your scores.

Word of mouth marketing is a powerful tool that can build brand awareness, increase customer loyalty, and ultimately dri...
07/09/2026

Word of mouth marketing is a powerful tool that can build brand awareness, increase customer loyalty, and ultimately drive sales. Learn more about this cost-effective way to promote your small business.

Word-of-mouth marketing is a powerful tool for ecommerce businesses. Learn how to build an effective WOM marketing strategy.

While rolling a 401(k) into an annuity can indeed provide guaranteed income, know that annuities come with certain caref...
07/08/2026

While rolling a 401(k) into an annuity can indeed provide guaranteed income, know that annuities come with certain careful considerations as well. Annuities may not be for everyone.

Discover the risks of rolling your 401(k) into an annuity, including fees, beneficiary limitations, and tax trade-offs, before committing to this financial decision.

Pulling your hair out trying to build credit? The struggle is real! Here are some ways to get and keep a good credit sco...
07/07/2026

Pulling your hair out trying to build credit? The struggle is real! Here are some ways to get and keep a good credit score!

A good credit score is the key to accessing better-quality financial products, such as credit cards with lower interest rates, insurance rates, and faster loan approvals.

Marketing your business is essential to its success. Here are some of the best marketing techniques to grow your small b...
07/02/2026

Marketing your business is essential to its success. Here are some of the best marketing techniques to grow your small business.

Struggling to grow your small business, gain more customers, and build a strong brand image? Try these 7 marketing tips in 2024.

A 401(k) plan can be a powerful part of your retirement strategy, so know when, why, and how to roll it into an IRA for ...
07/01/2026

A 401(k) plan can be a powerful part of your retirement strategy, so know when, why, and how to roll it into an IRA for your retirement!

Discover how rolling over your 401(k) to an IRA offers more investment choices, lower fees, and greater control, ensuring your retirement savings grow efficiently.

Address

105 S. Madison
Bloomfield, IA
52537

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