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Blog

Image of two hands against a white background. One of the hands is passing a black paper heart to the other one
Andrea Wilson | Nov 7, 2022

Informed Donating

Lifestyle
Family
If you’re planning on making some end-of-year charitable donations, there are a few questions to ask yourself first.
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A crosswalk sign in a city. A red hand on the sign is lit up, signaling people to stop
Andrea Wilson | Oct 31, 2022

Personal Finance Mistakes to Avoid

Finance
Savings
Are you making one of these common financial mistakes? Here are some steps to consider.
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A desk with a laptop, a yellow coffee cup, and a notebook on it. Next to the laptop is a vase filled with white flowers
Andrea Wilson | Oct 24, 2022

Retirement Plan FAQs

Retirement
Investments
Not sure where to start with retirement plans? Here are some common questions.
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Top-down image of a woman sitting at a cluttered desk. She's holding her head and looking down.
Andrea Wilson | Oct 17, 2022

4 Tips for Minimizing Financial Anxiety

Finance
Lifestyle
Here are some things to consider if your financial anxiety is keeping you up at night.
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Andrea Wilson | Oct 10, 2022

Medicare in 2023: Here's What You Need to Know

Health
Retirement
The 2023 Medicare changes are here, and for the first time in several years, some premiums are lower.
Read More
Hand holding a page with several charts on it
Andrea Wilson | Oct 3, 2022

Asset Allocation and Risk Allocation

Investments
While not guaranteed, a well-balanced portfolio may be better at handling market risk.
Read More
A desk with office supplies on it. In the middle of the desk is an open journal with a heading that reads "Finance Tracker". Under the journal is a piece of paper that reads "Monthly Budget Overview", and has several columns on it for tracking expenses.
Andrea Wilson | Sep 26, 2022

Financial Planning Basics: Creating and Maintaining a Budget

Savings
Finance
Planning a budget is usually the easy part, but sticking to it may take some work. Here are some tips to get started.
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Person holding a camera lens in a field. The view of the field within the camera lens is upside down.
Andrea Wilson | Sep 19, 2022

Is Confirmation Bias Affecting Your Investment Strategy?

Investments
Your preconceived notions may be impacting your decision-making process. Thankfully, it’s possible to overcome them.
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Hand holding a large bundle of balloons
Andrea Wilson | Sep 12, 2022

What to Do With with a Sudden Windfall

Finance
It’s not uncommon for someone to receive a large inheritance or another windfall, only to see it blown away. Here are some tips to avoid the same fate.
Read More
A couple working in their kitchen together
Andrea Wilson | Sep 7, 2022

Family Business vs. Family Boundaries: Drawing the Line

Family
Finance
Mixing family and business can be tough. Is it possible to create healthy boundaries?
Read More
A retiree couple in a meeting with a professional. They are all looking at a laptop screen
Andrea Wilson | Sep 6, 2022

Preparing for Lifetime Income in Retirement

Retirement
Worried about outliving your income? Here’s how to start planning for your retirement needs.
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Mother and child working on a laptop together
Andrea Wilson | Jun 29, 2022

Should You Prioritize Retirement Savings over College Savings?

Retirement
College
College and retirement require serious savings. Is it possible to save for both?
Read More

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Office

5 Hearthstone Court
Suite 103
Reading PA 19606

Contact Info

Andrea Wilson

P: 610-779-5232
E: andrea.wilson@cornerstonefinancialstrategiesllc.com


Morgan Wilson
P: 484-367-5472
E: morgan.wilson@cornerstonefinancialstrategiesllc.com


     

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