December 2023

Season Greetings from all of us at Cornerstone.

Cornerstone kicked off the holidays with our first-ever Gingerbread House Decorating Party. Clients were invited to spend the day at our office decorating gingerbread houses, taking photos with Santa, and enjoying delicious treats with their families. We also hosted a fundraiser for Toys for Tots Twin Cities. You can view more photos from the event on our Facebook page!

As the year wraps up you might find yourself already setting goals for the new year.  "Lose 10 pounds",  "cut back on screen time", or maybe "learn a new hobby". All great goals..but what about your financial resolutions? Have you made any? Check out the article below for financial tips that can help you keep your financial resolutions in 2023. 
Inflation is bringing some good news to retirement savers.  At least for those looking to maximize their contributions to retirement accounts like a 401(k), IRA, or 403(b). For those looking to pay fewer taxes in 2023, the increase in the maximum retirement contributions for 2023 will allow you to shelter more of your income from taxes. View the new limits with the link below.

As always, don't hesitate to let us know if you have any questions or ideas for upcoming topics.  We would love to hear from you. Thank you for the privilege of continuing to assist you on your journey to meet your financial goals.  

Happy holidays,
The Cornerstone Team

Financial Resolutions You Can Keep

How to ring in the new year with better financial health. Read more...

IRS Annouces New Retirement Plan Contributions Limits for 2023

New retirement contributions limits.