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Greetings from all of us at Cornerstone -

It’s almost time dig into our Thanksgiving traditions. For some people, it’s about the food and football. For others, it’s about the Black Friday deals. Regardless of your traditions, there’s nothing that compares to spending quality time with your family and loved ones.

 With your entire family gathered together, you may find that it’s a good time to have some big-picture financial discussions. We know that it can be a bit daunting to discuss the legacy of the family business or when to sell the vacation home, but it’s better the have these conversations than to leave things unsaid. We’ve pulled some articles below to help with the conversations.  

Also included below are the 2017 retirement plan contribution limits that were recently released by the Internal Revenue Service and an article on trusts authored by Chad Halbur.  We hope that these articles are helpful as you encounter the financial challenges of everyday life. As always, if you have ideas for upcoming topics or feedback on the newsletter we would love to hear from you.

Thank you for the privilege of continuing to assist you on your journey to meet your financial goals.  

How to Talk Honestly About Money with Your Family

Talking about the specifics of how your adult parents are going to handle aging and the related financial implications, like how to afford retirement, can be challenging, to say the least. That might be why so few parents and adult children have these kinds of frank discussions. Read More…

How to Talk to Your Kids About Finances

You taught them how to read and how to ride a bike, but have you taught your children how to manage money? For current college kids, it may be too late to avoid learning about debt the hard way. But if you still have children at home, save them (and yourself) some heartache by teaching them the basics of smart money management. Read More…

Retirement Plan Contribution Limits

On Oct. 27, 2016 the IRS announced the 2017 annual limits and maximums for retirement plans (including 401(k) plans).  The annual deferral limit, catch-up limit, and compensation threshold for highly compensated employees all remain unchanged.  However, several other limits and maximums have been increased. Read More…

Chad Halbur Featured in Retirement Weekly

Last month, our very own Chad Halbur was tapped to author a piece on trusts for Retirement Weekly Market Watch. Whether you’re an expert or a novice, it’s a great summation on how to approach preserving wealth and extending your legacy into the next generation. Read More…
Chad Halbur
President and Shareholder
chalbur@cornerstonetrust.net
Anthony Botticella
EVP and Managing Director
abotticella@cornerstonetrust.net

Explore Our New Website


We recently redesigned our website to give our clients an elevated browsing experience.  The new site is full of interesting articles and videos to investigate at your leisure.  If you have any feedback, please reach out to us today!  Visit Cornerstonetrust.net

We are also on Facebook at www.facebook.com/CSTrust be sure to like us today!

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Cornerstone Trust
2101 W 41st Street, Suite 2000
Sioux Falls, SD 57105

http://www.cornerstonetrust.net

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Cornerstone Trust · 2101 W 41st Street, Suite 2000 · Sioux Falls, SD 57105 · USA

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