News - Cornerstone Insurance Services and Wealth Advisory

Maximize Growth and Preserve Wealth -Client Success Story- Troy Bell

August 28, 2018/in Annuities, Client Success Stories, Financial Review, News, Retirement/by administration

Who wouldn’t want to earn the best rate of return on their investment? Who wouldn’t want to know that their life-long earnings were safe from the risks of market decline? Many pre and post retirees feel that it’s not possible to have BOTH of these options. It seems too good to be true, but the […]

Making a Retirement Budget

June 8, 2018/in Annuities, Financial Review, Investments, Life Insurance, Retirement/by administration

“Believe it or not, a retirement budget leads to more fun in retirement! In addition, making a retirement budget helps you avoid one of the biggest retirement mistakes people make – which is spending too much too soon.” Quoted above is an except from an about.com, Money over 55, article. (View full article here- http://moneyover55.about.com/od/budgetingsaving/a/How-To-Make-A-Retirement-Budget.htm) Why […]

Protect Yourself From Fraud!

May 11, 2018/in Financial Review, Fraud, News, Retirement/by administration

Throughout history, those looking to do harm to others tend to prey on the weak and naïve, or those who lack a strong support system. Sadly, in our day, this often ends up being our Senior Citizens. Because of this, we live in a world where Seniors are often the target of financial fraud. As […]

Cornerstone Sponsors Young Life Charleston

April 27, 2018/in Giving Back/by administration

Last Friday night, Cornerstone was proud to be the Premier Sponsor for a Young Life fundraising event. Cornerstone also donated meeting room space to the event and it was a huge success! What is Young Life? Young Life is an international outreach ministry to high school and middle school students. The mission of Young Life […]

Stock Brokers vs. Financial Advisors

April 20, 2018/2 Comments/in Financial Review, News/by administration

It’s Business… “Its business,” is the excuse many professionals use when they are doing something they know is less than ethical. They aren’t doing anything illegal, they’re just maneuvering a situation to benefit the company they work for, or their own bank account, OVER the benefit of their client. We see this frequently in the […]

Cornerstone Sponsors Cops Athletic Program

April 17, 2018/in Giving Back, News/by administration

Cornerstone is proud to announce our recent sponsorship of the North Charleston Police Department’s CAPS (Cops Athletic Program). Their motto is, “Cops, kids and community, teaming up to make a difference” Their goal is to “inspire, educate and empower the young minds within our community with positive, lifelong educational experiences”

Cornerstone gives big to education!

March 24, 2018/in Giving Back, News/by administration

Cornerstone is proud to announce their partnership with the Dorchester 2 Foundation, an organization with a mission to Mission: to create and build partnerships to support the advancement of education in our community. The foundation works with the community in several ways: Impact Initiatives Impact Initiatives are projects that have been identified by District Two Superintendent […]

Cornerstone Sponsors Miracle League

March 16, 2018/in Giving Back, News/by administration

Giving back is so important to the Cornerstone team. This is why we are helping to sponsor the North Charleston Miracle League field and Playground. Pictured, are a few members of our team at the kick-off awareness event Golf Tournament on Friday, March 16th with the proceeds to be used to build a portion of […]

Lost Life Insurance Policies

March 13, 2018/in Financial Review, Life Insurance, News, Retirement/by administration

Did you know that in the last few decades an estimated $1 BILLION dollars in life insurance benefits remain unclaimed? How is this possible? The answer is simple. Lost Life Insurance Policies. In this week’s post, we’d like to reference a recent article found on Yahoo Finance entitled “Life Insurers Pressed on Lost Policies.”* The […]

The Future of Social Security

February 23, 2018/in Annuities, Investments, News, Retirement, Social Security/by administration

Social Security taxes- They’re taken out of every paycheck. We all see the figures every few weeks on our stub and although a small part of us wishes we could hold onto that money, we know that it’s going towards a good cause, so we let it slide. We are appreciative of a system that […]

Latest News

Maximize Growth and Preserve Wealth -Client Success Story- Troy Bell

Making a Retirement Budget

Protect Yourself From Fraud!

Cornerstone Sponsors Young Life Charleston

Stock Brokers vs. Financial Advisors

Cornerstone Sponsors Cops Athletic Program

Cornerstone gives big to education!

Cornerstone Sponsors Miracle League

Lost Life Insurance Policies

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