Money Wisdom & Musings

Here's your source for thoughts and observations on all things financial (and otherwise). Topics can range from tips on your personal well being to the well being of your investments. As always, we welcome your comments and feedback.

Maine Women's Economic Summit

Posted by Susan Veligor on October 3, 2019
Maine Women's Economic Summit

Yesterday Michelle and I attended the Maine Women's Lobby Education Fund's #MaineToo Summit on Economic Security, and were moved by the stories we heard, and learned a lot about both the personal and economic impacts of sexual harassment and abuse in Maine. We managed to snag a photo with the keynote speaker, founder of the MeToo movement Tarana Burke, and were proud to have donated to support…

Read More

Go Eagles!

Posted by Susan Veligor on September 26, 2019

The Wall Street Journal reported today that more than half of the top advisors for the NFL’s Philadelphia Eagles team are female!

Read More

Michelle Attends Bumbleroot Farm Dinner

Posted by Brittany Landry on July 25, 2019

Michelle recently attended Maine Farmland Trust's dinner at Bumbleroot Farms. Read on for Michelle's take on this fantastic event!

Read More

Mackenzie and Christina Attend DFA Conference

Posted by Brittany Landry on July 11, 2019
Mackenzie and Christina Attend DFA Conference

On June 11th and 12th, Mackenzie and Christina attended a two-day conference in Boston hosted by Dimensional Fund Advisors (DFA).

Read More

Our Well-Being Initiative

Posted by Susan Veligor on July 11, 2019

With each new quarter at Cornerstone we set a “well-being initiative” for all staff.

Read More

Green Running Shoes

Posted by Susan Veligor on May 16, 2019
Green Running Shoes

Green Century is a mutual fund company we hold in portfolios for those clients who have an interest is responsible investing...What follows is a recent post from Green Century’s website that we found so exciting as to bring it to your attention – go Adidas!

Read More

IRS Tax Law Questions & Telephone Scams: What You Need To Know

Posted by Brittany Landry on March 29, 2019
IRS Tax Law Questions & Telephone Scams: What You Need To Know

According to the latest Kiplinger Tax Letter, calling the IRS to pose tax law questions isn’t always your best bet. The office of the National Taxpayer Advocate conducted an experiment by calling the agency’s toll-free help line to pose questions on the new tax law changes.

Read More

Where’s My Refund?

Posted by Brittany Landry on March 21, 2019
Where’s My Refund?

Are you wondering what the status is of your federal refund? Although the typical turnaround time for refunds is 21 days, you can still check out the IRS’s Where’s My Refund tool to track your refund’s progress.

Read More

Do the Math

Posted by Jill Boynton on February 11, 2019

Last night my son Sam called and asked for my advice; he cracked the screen on his phone and was quoted $380 to fix it. He didn’t know if that was worth it, or if he should buy a new phone.  A lot of questions came up: how much did he still owe on his current phone? How long is he likely to keep this phone? What is the cost of a new phone? Pretty soon our heads were spinning! That’s when I…

Read More

How Long Do I Need To Keep This?

Posted by Susan Veligor on January 17, 2019
How Long Do I Need To Keep This?

When gathering tax information for 2018 tax return prep, you may want to clean house and purge some of your older files.

Read More