Broker Check

P.(844) 340-PLAN

F.(630) 261-2266

Our Locations

THE CORNERSTONE OF YOUR FUTURE MEET CORNERSTONE ADVISERS REMAINING STEADY IN A VOLATILE WORLD Working Together For You

With a Strong Cornerstone in Place, You Can Prepare for Life

The financial aspects of your life can make an impact on every other area of your life. They determine where you live. They determine what you do, or where you travel to, what kind of car you drive, and, of course, when you retire.

At Cornerstone Advisers, we help our clients with all aspects of their financial lives. As specialists in the fields of estate planning, retirement planning, tax planning and more, we help families in the Chicago suburbs and Central Illinois prepare for life with a solid financial cornerstone.

In the end, our clients always come first, and we’re ready to help them however we can. Read more about how Cornerstone Advisers is different and how we can help you prepare for life.

  • Lombard

    701 E. 22nd Street, Suite 125, Lombard, IL 60148

    Phone: (630) 376-0510 Fax: (630) 261-2266

  • Springfield

    3201 S Meadowbrook Rd, Springfield, IL 62711-7045

    Phone: (217) 698-6420 Fax: (217) 698-9390

  • Skokie

    4709 W. Golf Road, Suite 1120, Skokie, IL 60076

    Phone: (847) 779-0687 Fax: (847) 679-9145

  • Naperville

    1730 Park St, Suite 211, Naperville, IL 60563

    Phone: (630) 596-8000 Fax: (630) 596-8010

  • Bloomington

    207 W. Jefferson Street, Bloomington, IL 60171

    Phone: (217) 698-6420

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A Brief History of Estate Taxes

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Federal estate taxes have long since been a lucrative source of funding for the federal government.

 

Should You Choose a Fixed or Variable?

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This questionnaire will help determine your tolerance for investment risk.

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This calculator will help determine whether you should invest funds or pay down debt.

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Estimate how much income may be needed at retirement to maintain your standard of living.

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Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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The chances of needing long-term care, its cost, and strategies for covering that cost.

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Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Charitable Giving: Smart from the Heart

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