September 2023

Greetings from all of us at Cornerstone.

As we transition into the autumn season, the financial landscape for businesses is evolving just like the vibrant foliage outside your window. It's a time of reflection, planning, and strategic decision-making. In this edition, we're here to provide you with the tools and strategies necessary to thrive in this season of change.

Within these digital pages, you will discover information designed to empower you in your financial journey. We understand that the financial landscape can be as dynamic as the shifting colors of fall leaves, and our mission is to provide you with the knowledge and resources to make informed decisions. From advice on navigating end-of-year tax planning to tips on how you can make the transition to the new year as smooth as possible--we have you covered.  Looking ahead, please note we will be hosting our 2nd annual Gingerbread Event in early December. Save the dates will be sent out shortly with more details to come. 

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

Mastering End-of-Year Tax Preparation

You can make the end-of-year tax planning process smoother and potentially save money. Read More..

9 Tips to End the Year on a Strong Financial Note

We have just about 100 days left in the year! Time in flying by, and before we know it, we'll be celebrating the arrival of a new year. Read More...