Cornerstone Wealth Management Group

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Investment Advisory services through Cornerstone Wealth Management Group - Registered Investment Adviser in Greeneville, TN.

Building your savings does not always require major lifestyle changes. Often, a few consistent habits can make a meaning...
10/22/2026

Building your savings does not always require major lifestyle changes. Often, a few consistent habits can make a meaningful difference over time. Consider these practical ways to strengthen your financial future:

🔹Automate your savings by directing a portion of each paycheck into a dedicated savings or investment account before you have a chance to spend it.

🔹Set aside funds in your budget for predictable expenses, including taxes, annual bills, or business-related costs, so you're prepared when they come due.

🔹Take a closer look at your spending habits and identify opportunities to reduce unnecessary purchases that may be slowing progress toward your goals.

🔹Review your financial picture regularly. Monitoring your savings, investments, and overall net worth can help you stay focused and make adjustments when needed.

🔹Create specific savings goals for both the short and long term. Having a clear target can make it easier to stay motivated and build momentum.

Everyone's financial journey is different, but developing strong saving habits is a great place to start. If you'd like guidance on creating a savings strategy that aligns with your goals, contact us today.

On October 14, 2026, the Social Security Administration (SSA) announced a 3.6% cost-of-living adjustment (COLA) for 2027...
10/20/2026

On October 14, 2026, the Social Security Administration (SSA) announced a 3.6% cost-of-living adjustment (COLA) for 2027, marking the largest increase in Social Security benefits since 2023.

With this adjustment affecting approximately 76 million Americans receiving Social Security or Supplemental Security Income (SSI) benefits, we wanted to share a breakdown of what's changing, how it may impact your finances, and a few important considerations for 2027. Swipe to learn more.

If you'd like to discuss how these changes may affect your retirement income, budgeting, or overall financial plan, we’d be happy to help. Feel free to give us a call to set up a time to connect.

October is National Financial Planning Month, and for high-net-worth individuals, it is one of the most important times ...
10/13/2026

October is National Financial Planning Month, and for high-net-worth individuals, it is one of the most important times of year to make meaningful adjustments to wealth management.

Swipe for a few key areas we will cover during your year-end review. To schedule your appointment, reach out to us today. We are here to ensure you have a strong end to the year.

As we recognize National Financial Planning Month, it is a great opportunity for employers to evaluate how they are supp...
10/09/2026

As we recognize National Financial Planning Month, it is a great opportunity for employers to evaluate how they are supporting their workforce's retirement readiness. Swipe through for a closer look at ways employers can support retirement readiness and help employees prepare for the years ahead.

If you are interested in strengthening your retirement planning benefits strategy, reach out to us today. We are here to help.

October is National Financial Planning Month, making the month a timely opportunity to revisit a few planning basics, es...
10/06/2026

October is National Financial Planning Month, making the month a timely opportunity to revisit a few planning basics, especially as market volatility has been top of mind for many investors. Swipe through for a few tips to help keep the focus on steady, thoughtful planning.

Feel free to share these tips with anyone who may find them helpful. And as always, if you have questions about your current plan or would like to talk through your strategy, please contact us.

The 2027-2028 FAFSA is open as of October 1, 2026. If you or a student you support plans to attend college during the 20...
10/01/2026

The 2027-2028 FAFSA is open as of October 1, 2026. If you or a student you support plans to attend college during the 2027–2028 academic year, it is a good idea to get started on the process early. So, with that in mind, our team wanted to share a few early steps that can help streamline the process:

🔹Create or verify your StudentAid.gov account.
🔹Gather essential financial documentation, including 2025 tax returns, W-2s, and income records.
🔹Determine which parent(s) or contributor(s) will be required to provide information, if necessary.
🔹Review college, state, and scholarship deadlines, as many institutions award aid on a first-come, first-served basis.

While the federal FAFSA deadline is June 30, 2028, many colleges and states set earlier priority deadlines for aid consideration, so submitting your application early can improve access to institutional, state, and need-based aid.

If you have questions about college funding strategies or how education expenses align with your overall financial plan, please contact our office. We are here to assist you.

While market volatility can feel uncomfortable, it can also open the door to strategies that may help reduce taxes, impr...
09/30/2026

While market volatility can feel uncomfortable, it can also open the door to strategies that may help reduce taxes, improve long-term positioning, and strengthen your overall financial plan. Swipe through for several concepts worth keeping in mind.

If you’d like to discuss any of these strategies or review your financial plan, feel free to reach out anytime. We’re always happy to talk through questions or concerns.

As wealth grows, financial decisions often become less about simple accumulation and more about maintaining flexibility,...
09/29/2026

As wealth grows, financial decisions often become less about simple accumulation and more about maintaining flexibility, supporting long-term goals, and ensuring current spending aligns with the bigger picture. Swipe for key principles for preserving wealth for the future.

If you’d like to discuss your current financial strategy, spending structure, or long-term planning objectives, please contact us. We’re always happy to help.

Thinking about making some 🍃 green 🍃 changes to your home? Good news! There are new and improved tax credit opportunitie...
03/03/2026

Thinking about making some 🍃 green 🍃 changes to your home? Good news! There are new and improved tax credit opportunities that homeowners can tap into.

Per the Inflation Reduction Act of 2022, the IRS has proposed new legislation that allows homeowners and prospective homebuyers to tap into new tax breaks, resulting in reduced tax bills.

Swipe through to read about how you can take advantage of these tax breaks ↩️

Have an energy-efficient home improvement project coming up? Let us know in the comments!

The Social Security Administration has announced the 2026 Cost-of-Living Adjustment (COLA). Swipe for a quick breakdown ...
01/19/2026

The Social Security Administration has announced the 2026 Cost-of-Living Adjustment (COLA). Swipe for a quick breakdown of what’s changing, why it matters, and what steps you may want to take next.

If you have questions about how this adjustment could impact your financial strategy, retirement planning, or income, call us. We’re here to help you plan with confidence.

Address

517 N Main Street Suite A
Greeneville, TN
37745

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+14235887151

Website

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