Your Hub for News of Interest & Helpful Resources

We All Have a Type

Posted by Taylor Aisenson on October 19, 2017

In the beginning of October, Cornerstone took the Myers-Briggs Type Indicator (MBTI) assessment in order to better understand what our personality types are. Myers-Briggs is a self- report questionnaire that breaks down an individual’s psychological behavior into 16 type classes.

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Taylor earns Registered Paraplanner℠ Designation

Posted by Mackenzie Arsenault on October 12, 2017

Congratulations to Taylor for earning her Registered Paraplanner℠ designation through the College for Financial Planning. As Cornerstone's Office Manager and Bookkeeper this education provides the basic and practical knowledge of the financial planning process. Way to go Taylor, we are so proud of your accomplishment! 

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2017 Financial Professionals Day

Posted by Taylor Aisenson on September 26, 2017

Mackenzie and Christina attended the 2017 Financial Professionals Day hosted by the Maine Chapter of the Society of Financial Service Professionals. The presentations included ‘Exit Planning for Closely Held Businesses’, ‘How to Develop a Business Succession Plan’ and ‘Saving for College – It’s a Good Thing’. Christina and Mackenzie especially enjoyed the presentation on college savings strategies which was presented by Mila Tappan from FAME (Finance Authority of Maine).

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She said 'Yes'!

Posted by Taylor Aisenson on April 18, 2017

Cornerstone is pleased to announce the engagement of Office Manager, Taylor Aisenson to Courtney Johnson. The proposal took place at 5:20am during the Casco Bay mail boat run. The Cornerstone team joined friends and family who flew in from California for the secret proposal. It was an early morning but we enjoyed delicious pastries from Standard Baking and two large pots of coffee! The regular…

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Cornerstone Sponsors Junior League's Annual Event

Posted by Mackenzie Arsenault on February 9, 2017

Cornerstone is pleased to sponsor the Junior League of Portland’s 9th annual fundraiser to be held this Friday, February 10, 2017 at Cellardoor Winery. The Junior League relies on funding through their Annual Event to support their mission which is “dedication to the improvement of the local community through public service, while cultivating leadership opportunities for women.” They are…

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New Hire - Taylor Aisenson

Posted by Mackenzie Arsenault on January 21, 2016

Taylor Aisenson joined Cornerstone Financial Planning as the office manager. Aisenson, of Gray, will work at the firm’s new Union Wharf location in Portland, where her responsibilities will include managing the payroll, accounting, tax preparation and some marketing functions. She previously worked for almost 10 years as an office manager for a family-owned…

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WMTW TV Interviews Susan Veligor about Impact of Falling Oil Prices on Retirement Portfolios

Posted by Susan Veligor on December 17, 2014

On Monday, December 15, 2014 Maine's WMTW TV Channel 8' interviewed Cornerstone Financial Planning's principal, Susan Veligor, CFP®, on the impact of current falling oil and gas prices on consumers and investor portfolios. According to the WMTW report, although lower energy prices are now putting money back in the pockets of consumers at the pump, financial experts like Veligor say that most…

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Cornerstone Financial Planning Hosts East Coast Money Quotient® Fundamentals of Financial Life Planning Training

Posted by Susan Veligor on December 16, 2014

Cornerstone Financial Planning hosted Money Quotient’s, "Fundamentals of Financial Life Planning" training course in Portland, Maine on December 10-12, 2014. Cornerstone’s principals, Jill Boynton, CFP® and Susan Veligor, CFP®, along with Mackenzie Arsenault, CFP® and other financial planners, attended the training. Money Quotient is an organization with a mission to facilitate the…

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Seacoast Planner Conference Hosted by Cornerstone and Patane

Posted by Susan Veligor on May 12, 2014

Last month we and our colleague, Rozanna Patane, hosted a 2-day meeting called the Seacoast Planners Conference. We invited several other Fee-Only planners to join us at the Stage Neck Inn in York, Maine. The primary focus of this event was to learn more about “Impact Investing” and “Community Investing”. Both subjects fall into what Forbes Magazine cites as one of the fastest growing…

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Cornerstone Financial Planning Hires New Certified Financial Planner™

Posted by Susan Veligor on May 8, 2014

Portland, Maine……..May 6, 2014....Ten year old financial planning firm, Cornerstone Financial Planning, with offices in Portland, Maine and Newington, New Hampshire, recently added Certified Financial Planner™, Mackenzie Arsenault, to their Portland team.   Prior to joining Cornerstone Financial Planning, Ms. Arsenault worked at UBS Wealth Management Americas in Boston, Massachusetts…

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