Cornerstone Investments

06/15/2026

Although having a child is the fifth most common reason people consider starting an estate strategy, most parents with kids under 18 still don't have estate documents. It’s time to consider getting the documents together for you and your family!
Source: Caring.com February 18, 2025
https://www.caring.com/caregivers/estate-planning/wills-survey/

06/14/2026

As a business owner, you know there certain aspects that require advance planning. But many owners overlook one critical component: the business continuity and disaster recovery plan. This piece is instrumental in maintaining the stability of your business’s structure and operations, especially during challenging circumstances.

Explore the importance of business continuity planning and the essential components of your BCP. Discover more here and start preparing for a resilient future.

06/11/2026

Apparently where you run your business might be as important as what it is! Here are the most and least successful locations for entrepreneurs.

Best & Worst States to Start a Business in 2026

06/11/2026

Your career is growing, and so is your financial potential. But are you taking the right steps to protect and build wealth? A proactive financial plan can help you make informed decisions for the future.

Resources are available to help you navigate this journey. Let’s connect to discuss strategies that align with your goals.

📩 Message me to start the conversation.

06/11/2026

Planning is an essential part of your retirement journey. Take a look at this helpful resource that shows what you can expect. The resource explores the three phases of your clients’ journey – growth, protection, and spending. Reach out to me for more information.https://image.engage.highland.com/lib/fe3311727364047c761176/m/1/e36bb629-2966-4e7f-a35e-040e96e684fd.pdf

06/08/2026

There are so many complex components to owning a business, and sometimes critical components can fall to the wayside. Are you sure you have the proper protection in place? Here’s an in-depth look at the different types of insurance your small business should consider.

This article covers the many types of business insurance that are out there that you may need for your small business.

06/08/2026

In 2022, over half of Americans recognized the importance of estate strategy, but findings from a 2025 study show that more than 50 percent don't have a will today. If that applies to you, today’s the day to turn that around!
Source: Caring.com February 18, 2025
https://www.caring.com/caregivers/estate-planning/wills-survey/

06/05/2026

Increasing sales and revenue is a high priority for most companies, but many business owners struggle with exactly how to go about doing this. Here are twenty strategies for increasing your business revenue.
https://www.indeed.com/career-advice/career-development/increase-revenues

06/04/2026

The next generation of earners has important financial decisions ahead – income protection, investment strategies, and long-term planning all play a role. A step-by-step checklist can help guide the way.

📩 Want to see what’s on the list? Download it now or reach out to discuss your financial goals.

https://marketinghub.highland.com/m/709990b716fb530d/original/HENRY-Checklist-to-Earning.pdf

06/04/2026

Are you ready to embark on your retirement journey? Planning for retirement can be as enjoyable as the trip itself. In the days ahead, we will be offering even more retirement planning details to help you prepare for your greatest adventure yet. In the meantime, please share with us where you’d like to travel to in your retirement.