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.

Disclaimer: Our blog posts are for informational purposes only and are not to be considered investment, tax, or financial advice. Cornerstone does not and cannot guarantee the accuracy or applicability of any information presented in our blog posts regarding your individual circumstances. Please review your personal situation with your tax and/or financial advisor.

Cornerstone's Susan Veligor Quoted!

Posted by Anna Traugh on January 12, 2022
Cornerstone's Susan Veligor Quoted!

Cornerstone’s own Susan Veligor was recently quoted in a Bangor Daily News article highlighting fiscal advice from Maine financial experts. The piece titled “Small Changes Can Make a Big Difference in Getting Your Finances into Shape in 2022,” features tips on how to stay on top of finances as we begin a new year.  

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Start The Year Off Right With An Annual Finance Check-up

Posted by on December 29, 2021
Start The Year Off Right With An Annual Finance Check-up

It’s that time of year again. Twenty-twenty-one is coming to a close and the holiday season will soon be in the rear-view mirror. For many that means New Year’s resolutions: new goals, packed gyms, and commitments to spending time and money in ways that align with your values. A great place to start is to think of any big life changes and what they may mean to your financial life. 

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Mackenzie Presents at Falmouth High School

Posted by Anna Traugh on November 15, 2021
Mackenzie Presents at Falmouth High School

Mackenzie was invited back to Falmouth High School, located in Falmouth, ME, on November 15th, 2021 to speak to several groups of high school seniors. Mackenzie first presented to Falmouth HS seniors in 2019, and was invited back this year to share again!

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Sara Casale: Panelist at JLP’s Financial Education Panel Event!

Posted by Anna Traugh on October 27, 2021
Sara Casale: Panelist at JLP’s Financial Education Panel Event!

On October 21st Financial Planner Sara Casale was featured as a panelist at the Junior League Portland’s (JLP) event ‘Financial Education Panel Discussion’ that was open to both JLP members, friends, and community members. In addition to Sara, the other panelists were Gail Fongillo of Morgan Stanley and Brie Pio of Birch Point. 

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NAPFA Fall 2021 Conference

Posted by Anna Traugh on October 27, 2021
NAPFA Fall 2021 Conference

Three of Cornerstone’s planners attended the Fall 2021 NAPFA Conference in Boston, MA from October 13th to the 16th. Christina Traurig, Mackenzie Arsenault, and Sara Casale represented Cornerstone Financial Planning this year and joined many informational and robust presentations by professionals from across the country. 

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Check Out the Maine B Corp™ Movement

Posted by Anna Traugh on October 15, 2021
Check Out the Maine B Corp™ Movement

Cornerstone Financial Planning is excited to share that our great state now has its own Maine B Corp™ website! This incredible resource is the result of many hours of volunteer efforts from employees of Certified B Corporations© and advocates across the state. 

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October: Spooky or Spurious?

Posted by Jill Boynton on October 14, 2021

Anecdotally, October has been considered a bad month for the stock markets. This is the month associated with many market crashes, leaving some investors fearful each year as the month approaches and leading to the term “The October Effect”. But actually, poor October is getting a bad rap.

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Hot Off the Press: Cornerstone Featured in Downeast Magazine

Posted by Anna Traugh on October 4, 2021
Hot Off the Press: Cornerstone Featured in Downeast Magazine

When the team at Downeast Magazine approached Cornerstone about their upcoming B Corp™ issue, we were thrilled at the chance to help spread the word and educate others on the wonderful work that B Corps™ are doing worldwide!

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Cornerstone Hits the Trails to Volunteer!

Posted by Anna Traugh on September 9, 2021
Cornerstone Hits the Trails to Volunteer!

On August 30th the Cornerstone Team came together to spend some time volunteering with the Portland Trails Association (PTA.) This non-profit urban land trust is working to transform and maintain the over 100 acres of land that is held by the trust.

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Cornerstone: A ‘Best for the World 2021’ Company!

Posted by Anna Traugh on August 18, 2021
Cornerstone: A ‘Best for the World 2021’ Company!

Cornerstone Financial Planning is proud to have been designated a Certified B Corporation® in 2019. Over the past two years, we have been implementing practices and increasing our awareness, as we strive to exemplify the B Corp™ values. We recently learned that Cornerstone has been recognized as a “Best for the World 2021” company, meaning we have achieved the highest verified score in one of the five impact areas: Community, Customers, Environment, Governance, and Workers.

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