March 2023

Greetings from all of us at Cornerstone.

With the New Year in full swing, we find ourselves well into tax season! After a year of high inflation, stock market volatility and rising interest rates, it’s easy to see why many feel uncertain heading into 2023. But rising costs have prompted updates from the IRS, broadly affecting Americans’ finances, including retirement savings and taxes. And recent legislation may present further options for the new year. The articles below are great guides to exploring financial opportunities in 2023 and how each one will affect your wallet. You will also review the best ways to spend your tax refund at each stage in your life.

As always, 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.  

The Cornerstone Team 

5 Tax and Investment Changes that Could Boost Your Finances in 2023 Amid Economic Uncertainty

Despite a difficult 2022, experts say there are key opportunities to boost your finances in the new year. Read More...

The Best Ways to Spend Your Tax Refeund in Your 20s, 30s, 40s, and Beyond

If your refund is more like an extra cash windfall, use these ideas to spend it wisely, based on where you are in life. Read More...