• Nicole Schumacher

Author - Nicole Schumacher

05 Nov

An Evening With Matt Hasselbeck

On October 17th, we were treated to an evening with Matt Hasselbeck, former Seattle Seahawks quarterback and current ESPN analyst. Several folks said he was our best speaker yet! In addition to hearing from Matt, our clients enjoyed beverages and appetizers while listening to the Tri-Cities Big Band. Because Cornerstone was the keynote sponsor of the local Boys & Girls Clubs’ Dinner With Friends event the next night, we were lucky to have Matt Hasselbeck come to speak at our [...]

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24 Mar

What to Keep, What to Throw Out

At least once each year you should sort through the clutter of your financial records. Here are some tips to help you decide which ones should stay and which ones should go. Remember, many of these records can be retained electronically now. Keep: Bank statements and cancelled checks for seven years Brokerage trade confirmation slips and notices of stock splits, mergers and buyouts Home ownership records – including major home improvements – as long as you own the home Current insurance policies; terms and [...]

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