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Blog

A person holding a smartphone. On the phone screen is a series of charts and graphs showing an investment's performance.
Andrea Wilson | Jan 9, 2023

Understanding Your True Risk Tolerance

Investments
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
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A teenager holding a yellow and blue longboard talking to her friend
Andrea Wilson | Jan 2, 2023

Finance Lessons for Your Teen

Family
Finance
Teens are adults in training and an important part of your family's financial picture. Help them build good habits so they're ready for the future.
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Focused young woman shopping online on her laptop
Andrea Wilson | Dec 26, 2022

Financial Planning for Young Professionals

Investments
Finance
It’s never too early to start planning for your financial future.
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Silhouette of a person from behind standing at the end of a dock looking out at a lake. The sun is rising behind the mountains.
Andrea Wilson | Dec 19, 2022

Creating an Investment Philosophy

Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
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Professional-looking man sitting in an office. There is a laptop and a stack of files in front of him.
Andrea Wilson | Dec 12, 2022

Working with an Investment Professional

Investments
Trying to find the right investment professional for you? Here are some questions to ask in your initial consult.
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Hand holding a bill with a red "Past Due" stamp on it
Andrea Wilson | Dec 5, 2022

Debt and Retirement: Can You Handle Both?

Retirement
If you’re struggling to save for retirement because of debt, it’s never too late to start.
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Andrea Wilson | Nov 28, 2022

The 2023 Cost-of-Living Adjustment

Retirement
Social Security and SSI benefits are increasing in 2023. Here’s what you need to know.
Read More
A row of houses along a canal
Andrea Wilson | Nov 21, 2022

Retiring Abroad

Retirement
Lifestyle
Spending your retirement years in a new country can be exciting, so long as you're prepared.
Read More
Andrea Wilson | Nov 14, 2022

Unwrap a Holiday with Less Financial Stress

Savings
Lifestyle
With a few small changes to your holiday spending habits, you may cut back on end-of-year financial stress.
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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.
Read More
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.
Read More
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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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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