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Smart Money Moves: Living Wills in Retirement: What to Know and Why They Matter
Do you have your estate planning documents put together? One of the important estate planning documents that's not discussed as often as others is a living will. And a living will is a document that helps you make very important...
Read MoreSmart Money Moves: Design a Retirement Budget That Fits Your Life
Hello, this is Matt Porter with Cornerstone Advisory Group. I wanted to talk today about one of the most common questions that we get about retirement, which is how much am I going to spend in retirement? One of the things that I do...
Read MoreSmart Money Moves: How to Turn Business Value Into Retirement Income
Hello, this is Matt Porter with Cornerstone Advisory Group. Today I wanted to talk for just a quick minute about business owners and how they can translate the value of their business into retirement income. For most small business...
Read MoreSmart Money Moves with Matt Porter: The Strategy Behind a Successful Business Exit
Hello, my name is Matt Porter with Cornerstone Advisory Group in Eastern Idaho. Today, I want to talk about a major milestone many business owners eventually face: stepping back from the company they’ve built. The title of ‘business...
Read MoreSmart Money Moves with Matt Porter: Using RMDs With Purpose
Hi, this is Matt Porter with Cornerstone Advisory Group. Today, I wanted to talk a little bit about required minimum distributions, often called RMDs. If you have money in pre-tax retirement accounts, such as a traditional IRA or...
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