Cornerstone Wealth Consulting Services, LLC

Cornerstone Wealth Consulting Services, LLC Empowering Construction Industry Leaders with Tax Strategies and Wealth Growth Solutions

Where do you want to be in retirement? Would you want to be somewhere that could stretch out your retirement dollars fu...
09/19/2023

Where do you want to be in retirement?

Would you want to be somewhere that could stretch out your retirement dollars further - or drain your nest egg faster to live in your dream retirement spot?

Find out how moving in retirement can affect your wallet in this month’s Visual Insights Newsletter.

Live better & spend less as a retiree. Here's how.

Check out the recent interview between our CEO, Jason P. Berube, and Wealthtender's Founder & CEO, Brian Thorp. They foc...
09/18/2023

Check out the recent interview between our CEO, Jason P. Berube, and Wealthtender's Founder & CEO, Brian Thorp.

They focused on the financial planning challenges that are specific to the construction industry and highlighted the advantages of partnering with a financial expert who specializes in serving construction business owners.

Take a Look!

A financial coach specializing in serving construction business owners can help you spend more time on your business with less money stress.

Not all places offer the same life in retirement. Believe it or not, living your best life as a retiree has a lot to do...
09/12/2023

Not all places offer the same life in retirement.

Believe it or not, living your best life as a retiree has a lot to do with where you live.

Learn how to choose the ideal place to live as a retiree in this month’s Visual Insights Newsletter.

Make a better choice about where to live as a retiree.

Where could you be spending less, living better, and loving life more in retirement? In this month’s Visual Insights Ne...
09/05/2023

Where could you be spending less, living better, and loving life more in retirement?

In this month’s Visual Insights Newsletter, find out what it takes to discover the best place to live in retirement so you can enjoy your best life as a retiree.

Check it out!

Here are the best places for retirees to live.

Massive changes introduced by recent laws may have made your estate strategy outdated. If you haven’t looked at your es...
08/25/2023

Massive changes introduced by recent laws may have made your estate strategy outdated.

If you haven’t looked at your estate or life insurance plan in a while, you could be at risk of unpleasant surprises down the line.

This FREE guide breaks down what you need to know.

Check it out!

Why most should revisit their estate plan right away

Do folks lie about money? All the darn time!The biggest ones are the lies we tell ourselves. Fall into any of these tr...
08/22/2023

Do folks lie about money?

All the darn time!

The biggest ones are the lies we tell ourselves. Fall into any of these traps?

Click here to find out.

The money lies you believe are costing you. Here's how.

When was the last time you looked at your estate planning strategy? What about your life insurance plan? This FREE gui...
08/18/2023

When was the last time you looked at your estate planning strategy?

What about your life insurance plan?

This FREE guide will help you create the best legacy strategy for your loved ones - check it out!

Read about how they may impact your existing or future plans

Lie about money? Everyone does it to themselves. *I’ll save later* *I can afford this* *I CAN’T afford this*. We’ve al...
08/15/2023

Lie about money?

Everyone does it to themselves. *I’ll save later* *I can afford this* *I CAN’T afford this*.

We’ve all got our favorite money whopper.

Click here ⬇️ to explore some of the most common.

Discover common money lies & the truth behind them.

It’s more important than ever to think about protecting our loved ones. If it’s been a while since you’ve reviewed your...
08/11/2023

It’s more important than ever to think about protecting our loved ones.

If it’s been a while since you’ve reviewed your life insurance or estate strategy, you could be missing out on new opportunities from recent rule changes.

This FREE guide breaks down what you need to know - check it out!

Why most should revisit their plan right away

The biggest money lie I’ve ever told myself was that I have plenty of time to plan for my financial future (& I don't ne...
08/08/2023

The biggest money lie I’ve ever told myself was that I have plenty of time to plan for my financial future (& I don't need to think about it yet).

This lie is an excuse for procrastination!

Ben Franklin may have spoken best about the truth behind this money lie when he wisely said, ”By failing to prepare, you are preparing to fail.”

Check out this month’s Visual Insights Newsletter to learn about some of the damaging (and surprisingly common) lies folks tell themselves about money.

What's your BIGGEST money lie?

Tell us in the comment below ⬇️

Money lies can trick any of us. Here's how.

Many of us already have taken steps to protect our loved ones through estate planning and life insurance. However, new ...
08/04/2023

Many of us already have taken steps to protect our loved ones through estate planning and life insurance.

However, new laws have introduced changes that may have made your estate strategy outdated.

This FREE guide shows how you can protect yourself and your family from unpleasant surprises.

Check it out!

Read about how they may impact your existing or future plans

Address

59 Matthies Street
Newton Center, MA
01915

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm

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