Cornerstone Insurance Services and Wealth Advisory

06/22/2026

Lot's of great info in this article! If you'd like to discuss your social security and investment options with a licensed professional, please give us a call or send a message. It's what we are here for and it costs you nothing for an in home or a phone consultation. We'd love to help you understand and navigate all your options during this crucial phase of your retirement planning!

Still working and putting off Social Security? Learn how delayed benefits affect your lifetime income, and how to find the break-even age that works for you.

06/19/2026

Happy Birthday Destiny, have a joyful day!

06/18/2026

Moving into retirement with debit isn't what anyone wants to do. There is a LOT of advice out there about how to handle these concerns. But before you make any big moves, it's smart to speak to a licensed professional who can help you understand how to make the most of your retirement years and leave behind a legacy to your family, instead of debt!

To set up a free consultation, give us a call or send us a message! We are here to help you review your retirement with a well-rounded approach that considers ALL factors!

Many baby boomers are approaching retirement with debts that can be harder to manage once paychecks stop and surprise costs keep coming. See what their debt looks like.

06/16/2026

“Unfortunately, most retirees don’t have the financial means to self-insure for a healthcare crisis,” said Chris Giambrone, a certified financial planner in New Hartford, N.Y. “And most people don’t know with certainty that they’ve planned enough for such a crisis.

"Financial advisers ... can position your financial plan to withstand the strain of a prolonged, costly illness..."

Send us a message if you'd like to set up a consultation to discuss your options!

Health-related financial risks are the No. 1 threat to retirement security.

06/14/2026

Celebrating 2 years with us today! Thank you Angie for being an invaluable part of our team!

06/07/2026

We hope you have an amazing birthday, Tina!

06/04/2026

Here's to another year of growth, success, and achievement. Happy Work Anniversary, JR!

05/25/2026

"A hero is someone who understands the responsibility that comes with freedom." This Memorial Day we thank all who have made sacrifices for our freedom.

05/19/2026

Happy Birthday Doug, we hope you have a fantastic day!

05/14/2026

Are you looking for a rewarding career with great potential for growth? Cornerstone is hiring in our Charleston location! Due to the training we provide this is a great opportunity for:

☑️Recent College Graduates ready to start their career!
☑️Recent High School Graduates who would like to move directly into the workforce.
☑️Those in physically demanding jobs who are looking to settle into a less labor-intensive industry.
☑️Anyone who is looking to start a career in a new industry and needs something that provides on-the-job training

Check out our job listing on Indeed and apply today!

Cornerstone Wealth Advisory Group