Your Hub for News of Interest & Helpful Resources

Cornerstone was spotted at Propel's Ignition Awards

Aug 4, 2017

Mackenzie Arsenault of Cornerstone Financial Planning was spotted at this years Ignition Awards by Propel. To read the full article and see what other Maine businesses were recognized, click the link below.Check it out here!

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Cornerstone attends InvestmentNews Women Adviser Summit

Jul 17, 2017

Last Tuesday Jill, Mackenzie and Christina traveled to Boston to attend the InvestmentNews Women Adviser Summit. There they heard industry leaders speak about social security strategies, diminished capacity issues, cybercrime prevention and how to develop the next generation of female advisors. A day well spent!

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The Cromwell Center for Disabilities Awareness raises over $100,000 to fund disabilities awareness programs for Maine youth

Jun 16, 2017

The Cromwell Center for Disabilities Awareness raised over $100,000 at their 2017 Annual Dinner and Auction held at the Marriot Sable Oaks in South Portland on June 1st. Our very own, Carrie McCormick was one of the volunteers who helped to put on this event run primarily by volunteers.  The Cromwell Center is very important to Carrie who has seen firsthand the impact disabilities and…

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She said 'Yes'!

Apr 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

Feb 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…

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New Hire - Taylor Aisenson

Jan 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

Dec 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

Dec 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…

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Seacoast Planner Conference Hosted by Cornerstone and Patane

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…

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Cornerstone Financial Planning Hires New Certified Financial Planner™

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,…

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