Cornerstone College & Wealth Solutions

Cornerstone College & Wealth Solutions

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We create customized solutions for all stages of life.

Whether you’re planning for education, retirement or enduring wealth, our personalized guidance and time-tested strategies help you make educated financial decisions with clarity and confidence.

04/13/2026
04/08/2026

What to Do with Your Old 401(k) and Retirement Accounts! Are you unsure about what to do with your old 401(k) or other retirement accounts? You’re not alone!

Here are some options to consider:
✅ Roll it Over: Move your funds into a new employer's plan or an IRA for potential growth.
✅ Leave it Be: If your previous employer allows it, you can keep your account as is.
✅ Cash Out: Not always recommended due to taxes and penalties, but it's an option!
✅ Convert to Roth IRA: Consider tax-free growth by converting to a Roth IRA.

Take control of your retirement today! Want to learn more?
Contact us for personalized guidance!

04/06/2026

We have an upcoming event that I think will be helpful for parents of children of all ages. The Bernards Public Library is hosting an informative VIRTUAL College Funding Webinar for Bernards Township and Surrounding Towns on Wednesday, April 8th at 7:00 PM.
Are you feeling “Stressed Out” over the cost of college? This workshop is specifically for Bernards township and surrounding area residents. It promises to cover a lot of valuable information, especially regarding “THE BIG BEAUTIFUL BILL,” which has important implications for families navigating college funding.
You’ll gain insights and expert guidance on how to finance your child’s education without breaking the bank.
Don't miss out on this opportunity! Make sure to register in advance to secure your spot.

For more details or to register, contact Maura Crouch at 908-204-3031 ext. 5 or email her at [email protected]

Let’s take this step together toward making college more affordable for our kids!

You must register in advance:
https://us02web.zoom.us/webinar/register/WN_D3ch97YfSumagHSeJclCEQ

03/23/2026

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02/24/2026

Did you know? The FAFSA (Free Application for Federal Student Aid) can dramatically impact a student's ability to receive financial aid for college. Understanding how to properly complete this application is crucial for maximizing the financial resources available to students and families. Make sure you're up-to-date with the latest FAFSA guidelines to optimize your college funding strategy.

02/23/2026

Motivation Mondays

02/21/2026

Did you know? Nearly 40% of college students attend a school within 50 miles of their home! Exploring local options can also help reduce the cost of college.

Want your school to be the top-listed School/college in Morristown?

Click here to claim your Sponsored Listing.

Location

Telephone

Address


161 Madison Avenue
Morristown, NJ
07960

Opening Hours

Monday 9am - 7pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 12pm