Cornerstone Wealth Strategies - Washington

Happy Thanksgiving! Today, we're incredibly grateful for our amazing team and wonderful clients. Your support and trust mean the world to us. As we gather with family and friends, let's remember to cherish these moments of togetherness. Wishing you a joyous and bountiful Thanksgiving! #thanksgiving2024 #Gratitude #cornerstonewealthstrategies #kennewickwa #tricitieswa

In honor of the Thanksgiving holiday, we’ll be closing our office at 1 pm on Wednesday to allow our team to celebrate with their families. We’ll be back to assist you at 8 am on Monday. Wishing you and your loved ones a joyful holiday! #thanksgiving2024 #OfficeClosed #happythanksgiving #cornerstonewealthstrategies #kennewickwa #tricitieswa

💙 Family Volunteer Day Today, we come together as families to make a difference in our community. Volunteering not only helps those in need but also strengthens our bonds and teaches the value of giving back. Let’s create lasting memories and a positive impact, one act of kindness at a time. 🤝 #FamilyVolunteerDay #CommunityService #GivingBack https://lnkd.in/e4fTZKyt #CornerstoneWealthStrategies #kennewickwa #tricitieswa #FinancialPlanning #WealthManagement

Fact: Share of Americans who think the meaning of Thanksgiving is to spend time with family: 67% https://lnkd.in/e4fTZKyt #CornerstoneWealthStrategies #kennewickwa #tricitieswa #FinancialPlanning #WealthManagement

As Thanksgiving approaches, we're taking a moment to reflect on how thankful we are for our incredible team and loyal clients. With a dedicated team of 14, we are truly blessed and grateful for each one of you who makes our journey so rewarding. Cheers to the milestones we've achieved together and the exciting future ahead! 🦃🍂 #ThankfulThursday #tbt #Gratitude #cornerstonewealthstrategies #kennewickwa #tricitieswa

Did you know? Beau Ruff is the Director of Planning and a Wealth Advisor at Cornerstone where he both manages operations and assists clients with invaluable guidance in the areas of estate planning, business planning and taxation strategy. He is also a columnist for the Tri-City Area Journal of Business, the Spokane Journal of Business, The Senior Times, and others. https://lnkd.in/g_mSP5Vv #CornerstoneWealthStrategies #kennewickwa #tricitieswa #FinancialPlanning #WealthManagement

Maximize your retirement savings and give back at the same time! Learn how Qualified Charitable Distributions (QCDs) can help you reduce your Required Minimum Distributions (RMDs) and optimize your tax benefits. #RetirementPlanning #TaxStrategy #CharitableGiving #cornerstonewealthstrategies #kennewickwa #tricitieswa

Fact: According to the most recent data available, there are more than 1.8 million recognized non-profit organizations in the United States. Contact our award-winning team to integrate charitable giving into your financial plan. https://lnkd.in/e4fTZKyt #CornerstoneWealthStrategies #kennewickwa #tricitieswa #FinancialPlanning #WealthManagement

🍽 Recipe of the Month: A Taste of Cornerstone Wealth Strategies! 🍽 We’re excited to share the next installment of our Recipe of the Month series! This November, we're bringing you a special treat straight from Melissa’s family kitchen: Granny's Buttermilk Rolls. These delicious rolls are a must-have at every Thanksgiving and Christmas, carrying on a cherished family tradition for generations. They are the perfect addition to your holiday table! Just like a well-crafted financial plan, these rolls bring a sense of tradition, stability, and joy to every family gathering. At Cornerstone Wealth Strategies, we believe in creating lasting legacies, one recipe and one financial plan at a time. The recipe can be found in the comments below. #RecipeOfTheMonth #CookingWithCornerstone #HolidayBaking #cornerstonewealthstrategies

Honoring Our Veterans on Veteran's Day! Today, we pause to honor and express our deep gratitude to all the brave men and women who have served in our armed forces. At Cornerstone Wealth Strategies, we are especially thankful for our very own Army veteran, Beau Ruff, and Navy veteran, Tyler Scott. Your dedication and sacrifice inspire us every day. Thank you for your service! #VeteransDay #ThankYouVeterans #cornerstonewealthstrategies #ArmyVeteran #NavyVeteran #kennewickwa #tricitieswa