cornerstonews, Author at Cornerstone Wealth Strategies

27AprApril 27, 2021

Family Car Doctrine of Liability

From time to time, it is important to take stock of our own personal liability exposure and find ways to mitigate that liability. Liability exposure can creep into our lives in subtle ways that can have profound effects on our financial security. One such way that a person can expose himself or herself to additional liability is through the “family car doctrine” which rests on the broader legal liability concept of respondeat superior. Let’s break it down. What liability? Let’s...

29MarMarch 29, 2021

Contract Law – Offer, Acceptance, and Consideration

What are the components of an enforceable contract? In other words, if you or your business makes an agreement with another person or entity, what makes the agreement enforceable? Let’s review of some of the technical and practical considerations for contract enforcement. Must it be in writing? The general rule is that a contract must be in writing, though there are technical exceptions to this rule. But, practically speaking, every contract should be in writing. Not only does it allow the...

26MarMarch 26, 2021

MATT RIESENWEBER RECOGNIZED BY BARRON’S AS A 2021 TOP FINANCIAL ADVISOR

Named the 20th Advisor in Washington Matt Riesenweber, CFP Southeastern Washington — March, 2021 – Matthew Riesenweber, an independent LPL financial advisor, has been recognized as one of the 2021 Top 1,200 Financial Advisors in America, as ranked by Barron’s. Riesenweber, President and Wealth Advisor of Cornerstone Wealth Strategies was recognized as the 20th advisor in Washington. Notably, he was the only advisor in all Southeastern Washington to make the list. The Barron’s special report highlights outstanding financial advisors from all 50...

11MarMarch 11, 2021

Beneficiary Designations (Retirement Accounts and Insurance)

One of the biggest areas that is often overlooked in an estate plan are the seemingly innocuous beneficiary designations tied to assets like retirement accounts and life insurance. The beneficiary designation seems of limited importance – you just put down the names of the people who get the retirement account at death, right? The problem is not even necessarily addressed when an individual or couple works with an attorney to devise a professional estate plan because there is often...

10MarMarch 10, 2021

MATT RIESENWEBER RECONGNIZED IN FORBES AS A 2021 BEST-IN-STATE WEALTH ADVISOR

KENNEWICK, WA — February XX, 2021 – Matthew Riesenweber of Cornerstone Wealth Strategies was recently ranked No. 22nd in Washington in the 2021 Best-In-State Wealth Advisors list published by Forbes. According to Forbes, the annual list spotlights the nation’s top-performing advisors, evaluated based on a methodology developed by SHOOK Research. Advisors are also evaluated based on personal interviews, industry experience and revenue trends, among other criteria. “On behalf of LPL Financial, we congratulate Matthew Riesenweber for being recognized on this...

05MarMarch 5, 2021

MATT RIESENWEBER HONORED AS ONE OF LPL FINANCIAL’S TOP FINANCIAL ADVISORS

KENNEWICK, Washington — JANUARY, 2021 — Cornerstone Wealth Strategies, Inc., an independent wealth management firm, today announced that Matthew Riesenweber has been included in LPL’s Executive Council. This elite award is presented to less than 1% of the firm’s more than 17,000 financial advisors nationwide*. “On behalf of LPL, I congratulate Matt on reaching this milestone in his professional career,” said Angela Xavier, LPL executive vice president, Independent Advisor Services. “Business owners, American investors and industries at large faced extraordinary...

22JulJuly 22, 2020

MIDYEAR OUTLOOK 2020 – THE TRAIL TO RECOVERY

The LPL Research Midyear Outlook 2020: The Trail to Recovery is here to guide us on the path to economic and market recovery and what to expect in the 2020 elections.View the complete publication.

15JunJune 15, 2020

CORNERSTONE ADDS VETERAN FINANCIAL ADVISOR – JOEL OCKEY

Joel Ockey, Wealth Advisor In May 2020 Cornerstone Wealth Strategies, Inc., a full-service independent financial planning firm based in Kennewick, Washington, proudly announced the addition of Joel Ockey to its firm. Joel will be working with Cornerstone to provide clients with invaluable financial guidance as an experienced wealth advisor. Cornerstone currently offers clients within the Tri-Cities community a range of services to include retirement planning, financial planning, investment management, and estate planning. Cornerstone has developed a team approach to assisting clients...

29MayMay 29, 2020

MATTHEW RIESENWEBER RECOGNIZED BY BARRON’S AS ONE OF AMERICA’S TOP FINANCIAL ADVISORS

KENNEWICK, WA— April 2020– Matthew Riesenweber, an independent LPL Financial advisor in Kennewick, WA has been recognized as one of the 2020 Top 1,200 Financial Advisors in America, as ranked by Barron’s. Riesenweber, President and Wealth Advisor of Cornerstone Wealth Strategies was recognized as the 20th advisor in Washington. The annual list highlights outstanding financial advisors from all 50 states based on data provided by more than 4,000 financial professionals around the nation, according to Barron’s. Advisors were assessed on...

04NovNovember 4, 2019

November 1 Begins Open Enrollment for Health Insurance Marketplaces

Beginning on November 1, 2019, individuals (including families) may apply for new health insurance, switch to a different health-care plan, or re-enroll in their current plan through a Health Insurance Marketplace under the Affordable Care Act (ACA). The open enrollment period for 2020 health coverage ends on December 15, 2019. If you don't apply for health insurance during the open enrollmment period - and don't qualify for special enrollment - your options are generally limited to employer-based coverage or purchasing...

Author - cornerstonews