Cornerstone Retirement Partners
Cornerstone Retirement Partners has operated as an independent financial advisory and Medicare firm for over 20 years. On our staff, we have professional financial advisors and Medicare specialists who cross train in a variety of retirement planning specialties. We assist working people with the process of retiring - helping them sign up for Medicare, Social Security, creating income plans from the wealth they have accumulated. We also coordinate with elder law attorneys to help retirees transition their wealth to their spouse or children while qualifying for Medicaid. We recognize that as investment fiduciaries, we are required to act in the best interest of our clients. That's why we take care of all aspects of retirement - not just your 401k.
Episodes
Retirement planning can be confusing, and there's a lot of information out there. In this video, we break down six common myths that could be holding you back from a secure future. What do you need to know? Watch now to find out. For more information contact Ron Courser, CFP® at (616) 301-2581 and visit the website at www.cornerstone-rp.com/.
Curious about Roth conversions and how they might impact your retirement? In this episode, we dive into the essentials of Roth conversions and what they could mean for your financial future. Understanding your options now could make all the difference later. For more information contact Ron Courser, CFP® at (616) 301-2581 and visit the website at www.cornerstone-rp.com/.
This episode covers essential information about Social Security, including eligibility, benefits, and how to apply. Learn practical tips to make the most of your Social Security benefits. For more information contact Ron Courser, CFP® at (616) 301-2581 and visit the website at www.cornerstone-rp.com/.
In this episode, we explore the income gap, touching on its causes and effects. Get a broad perspective on this economic issue and its impact. To connect with Ron and learn more about his financial planning services, you can contact him directly at (616) 301-2581 or visit his website at Cornerstone-rp.com. With Ron's guidance, you can make informed decisions about your finances and build the financial future that you deserve. Don't...
In this episode, we cover the basics of annuities, life insurance, and long-term care (LTC). Discover the key points and considerations for each. To connect with Ron and learn more about his financial planning services, you can contact him directly at (616) 301-2581 or visit his website at Cornerstone-rp.com. With Ron's guidance, you can make informed decisions about your finances and build the financial future that you deserve. Do...
🌟 Planning for retirement? 🌟 Discover key drawdown strategies to manage your savings effectively. Learn the basics and tips to help you navigate your retirement years. Watch now for insights! 💸📈 To connect with Ron and learn more about his financial planning services, you can contact him directly at (616) 301-2581 or visit his website at Cornerstone-rp.com. With Ron's guidance, you can make informed decisions about your finance...
🌟 Planning for retirement? 🌟 Discover key drawdown strategies to manage your savings effectively. Learn the basics and tips to help you navigate your retirement years. Watch now for insights! 💸📈 To connect with Ron and learn more about his financial planning services, you can contact him directly at (616) 301-2581 or visit his website at Cornerstone-rp.com. With Ron's guidance, you can make informed decisions about your finance...
In this follow-up video, we continue exploring common challenges in retirement planning. We'll delve into managing healthcare costs, adjusting investment plans, and preparing for unexpected financial setbacks. To connect with Ron and learn more about his financial planning services, you can contact him directly at (616) 301-2581 or visit his website at Cornerstone-rp.com. With Ron's guidance, you can make informed decisions about y...
Planning for retirement can be challenging, with many potential roadblocks along the way. In this video, we'll discuss common obstacles such as debt, unexpected expenses, and inadequate savings, and share strategies to address these issues. To connect with Ron and learn more about his financial planning services, you can contact him directly at (616) 301-2581 or visit his website at Cornerstone-rp.com. With Ron's guidance, you can ...
This episode explores the growing tension between Washington and Wall Street. With new regulations and policies targeting financial institutions, is Wall Street's dominance under threat? Discover the potential impacts on the economy, investors, and the future of finance in America. To connect with Ron and learn more about his financial planning services, you can contact him directly at (616) 301-2581 or visit his website at Corners...
Are you ready to take the plunge into retirement and embark on a new phase of life? Meet Ron Courser, CFP®, your trusted partner in navigating the complex course through retirement planning. With his years of experience and expertise, Ron can help you address the six core issues that are crucial for a successful retirement journey. Don't wait to secure your retirement future. Contact Ron Courser today at (616) 301-2581 or visit his...
In this episode, we explore how political decisions impact your retirement. Discover how elections, policy changes, and inflation influence your savings and financial security. Learn about social security adjustments and other critical factors that could affect your future. Stay informed about the political landscape to better prepare for your retirement. To connect with Ron and learn more about his financial planning services, you...
Planning for income in retirement is essential for financial stability. In this video, we cover key strategies for creating a solid retirement income plan. Discover different income sources, investment options, and tips for managing your savings. Whether you're close to retirement or just beginning to plan, this video offers useful insights to help you prepare. To connect with Ron and learn more about his financial planning service...
Have you identified and addressed the biggest expenses that will impact your finances throughout retirement? In this edition of "Your Course To Retirement", Ron Courser, CFP® identifies the three largest expenses that can drain your wallet and derail your financial goals. He shares insights on how to minimize these expenses and take control of your finances. To connect with Ron and learn more about his financial planning services, ...
In this episode, we'll dive into the world of annuities, an important financial tool for retirement planning. 📈💰 We'll explore various types of annuities, such as fixed, variable, immediate, and deferred, and provide insights into how they operate. 📝 Whether you seek a stable income source for retirement or simply want to grasp annuities better, this video offers essential information. 📚 By the end, you'll gain a better underst...
This episode covers essential information about Social Security, including eligibility, benefits, and how to apply. Learn practical tips to make the most of your Social Security benefits. For more information contact Ron Courser, CFP® at (616) 301-2581 and visit the website at www.cornerstone-rp.com/.
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On this program we will be addressing what we can do to protect our family’s financial security. For more information contact Ron Courser, CFP® at (616) 301-2581 and visit the website at www.cornerstone-rp.com/.
Unlock the secrets to maximizing your retirement savings with our comprehensive guide to your 401(k)! Discover why employer-sponsored plans like the 401(k) are vital tools for securing your financial future. From the convenience of automatic contributions to the allure of employer matches, we explore every aspect of your retirement plan. Learn how to navigate tax-deferral options, seize control of your investments with in-service d...
📊 Join Ron Courser, CFP® from Cornerstone Retirement Partners for insightful discussions on optimizing income during retirement. From investment insights to budgeting basics, we're here to guide you. Subscribe now for valuable strategies to secure your financial future. 💼 For more information contact Ron Courser, CFP® at (616) 301-2581 and visit our website at www.cornerstone-rp.com.#retirementplanning #financialstability #practi...
Discover smart ways to structure your income! In this quick video, Ron Courser, CFP® shares practical tips to help you make the most of your earnings and investments to generate tax-advantaged streams of income. Whether you're self-employed or working a traditional job, optimizing your income can lead to greater financial stability. Watch now for actionable advice! Don't forget to subscribe for more content for Your Course To Retir...
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