Cornerstone Financial Group / William Trainor

05/09/2023

If anyone needs any advice or help with financial/retirement/college planning, please do not hesitate to reach out to me and my team at Cornerstone Financial Group. My partners and I have been through many market and interest rate cycles and we would be glad to help you and your family navigate these challenges. Contact me to schedule a call or a time to come into our Burlington office.

06/09/2022

Anyone looking for advice or guidance navigating these volatile markets? Please reach out to me directly and I would be glad to help!
http://www.mspillanecfg.com/team/william-trainor

Buffett’s advice to invest in the long term can help you grow financially. It can also build lifelong success. Here’s how.
http://ow.ly/i9xV50Jtwt6

The surprisingly easy secret behind making good decisions for massive success.

01/18/2022

You’ve saved for a great retirement, and now you’re ready to spend it. But don’t forget about the tax impact on your withdrawals from your nest egg.

Please reach to me directly if you need help with planning for retirement. I would be glad to help!

When you're planning for retirement, it's fun to contemplate all the travel and rounds of golf ahead of you, but don't forget about taxes.

11/12/2021

If you’re thinking about retirement, you need to figure out when to claim Social Security. Here are some important things to think about.
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Need help or direction with your retirement planning? Please reach to me directly at 781-229-5502. I would be glad to help.

The big decision every retiree has to make is when to start taking their Social Security benefits. Here are five things to think about as you weigh your options.

11/02/2021

There are financial and tax-advantaged ways to help pay for your grandchild’s college education – either before they attend, while they attend, or after they attend.
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Please reach to me directly at [email protected] with any questions on saving for grandchildren for college!

There are many ways that grandparents can help grandkids pay for college, including a few options that have tax and financial aid benefits.

10/15/2021

Want to retire without stress? A good balance of safety and growth in your savings will help ensure you have enough cash when you retire.
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Have questions on retirement planning? Have an old 401k and you need help picking the right investment mix?
Please reach out to me directly at [email protected] - My team at Cornerstone and I would be glad to help!

If you're confused about how to manage your 401(k), follow these saving and investment rules to retire stress-free.

10/13/2021

Speaking to your aging parents about their money isn’t an easy conversation, but these 9 questions can help you help them.
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Please reach out to me directly at [email protected] for any financial planning or investment related questions. I would be glad to help!

Speaking to aging parents about money isn’t easy. Here are nine important questions to ask.

08/26/2021

Please reach out if you have any investment questions or need help with planning and managing retirement accounts. I would be glad to help!

When you run a business, you know how hectic life is. But you need to make time to plan for your retirement, so when you’re ready to retire, your plan will be ready for you.

Running your own business can come with many perks, like setting your own work schedule and the potential to increase your income. But without the benefits typically offered by large employers, saving up for retirement is often solely up to you.

08/20/2021

Please reach out if you have any investment questions or need help managing retirement accounts!

It’s never too early or too late to save for retirement. Check out how, no matter your age.

You don’t want to work the rest of your life. Here’s how to save in your 20s, 30s, 40s and 50s, even if retirement seems light years away.

08/19/2021

If anyone has any questions on retirement or basic financial planning, please reach out. I would be glad to help!

Earlier retirements and longer life expectancies mean that you’ll need a larger nest egg to make sure you have the money you want and need in retirement.

Rise to the challenge by following these tips.

02/14/2021

Even though your 401(k) may be on autopilot in many ways, you should still check on it at least annually.

Set aside a few minutes to make sure your 401(k) is healthy as the new year begins.

01/16/2021

Many Americans are putting 2020 behind them and will focus on their financial plan in the new year.

COVID-19 has upended Americans’ lives this year. But there’s good news: more than half are optimistic about their finances in 2021, a new study shows.