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Blog

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Andrea Wilson | May 8, 2023

Should You Retire at the Same Time As Your Spouse?

Retirement

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the

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Man with glasses leaning against a wall
Andrea Wilson | May 1, 2023

Common Investor Biases and How They Can Impact Your Finances

Investments
No matter how you invest, you may have biases that are impacting your decisions. Are you affected by one of these common biases?
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Row of townhomes
Andrea Wilson | Apr 24, 2023

Selling Your Home After Retirement: The Benefits of Downsizing

Retirement
Savings
Real Estate
Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
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Businesswoman looking at her phone
Andrea Wilson | Apr 17, 2023

The Pros and Cons of Investment Apps

Investments
Technology
Not all investing apps are equal, and depending on your goals it may be better to work with a financial professional instead of an algorithm.
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An exit sign in a modern office building
Andrea Wilson | Apr 10, 2023

Small Business Owner Retirement: Dealing with an Unexpected Exit

Retirement
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
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Elderly man and woman laughing. The man is holding a map, and the woman is wearing a backpack. They look like they are travelling.
Andrea Wilson | Apr 3, 2023

Living the Dream How to Plan for Your Ideal Retirement

Retirement
The most important thing about retirement is that you have the time, money, and space to do what makes you happy.
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Man and woman shaking hands over a desk. On the desk is a laptop and a coffee cup.
Andrea Wilson | Mar 27, 2023

More than Finances: The Benefits of Holistic Advice from Financial Professionals

Finance
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
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An open book on a windowsill. The book is resting on a knit blanket, and there is a pair of reading glasses on top of the book.
Andrea Wilson | Mar 20, 2023

Why You Need an Investment Philosophy

Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
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Two older businesspeople looking at a tablet screen
Andrea Wilson | Mar 13, 2023

Why Financial Professionals Are Still Important

Finance
Robo Advisors
With the popularity of robo-advisors, are financial professionals still necessary?
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Two people having a picnic by a lake
Andrea Wilson | Mar 6, 2023

How do I Start Planning for Retirement?

Retirement
If you haven't started planning for retirement yet, it's not too late.
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Elderly woman doing yoga in a park
Andrea Wilson | Feb 27, 2023

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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Young woman pouring a drink for an older woman. They are sitting together at a table.
Andrea Wilson | Feb 20, 2023

Talking to your Aging Parents about Finances

Retirement
As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
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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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