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.

State Tax Relief Opportunities

Posted by Mackenzie Arsenault on August 29, 2022
State Tax Relief Opportunities
Cornerstone Financial Planning is continuously looking for ways in which we can support our clients, their families, and our communities. We wanted to share information regarding the new property tax relief program for seniors (65+) in Maine. Whether this applies to you, friends, or family, it is an excellent opportunity to consider.
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Cornerstone named ‘Best for the World Company 2022’

Posted by Christina Traurig on July 27, 2022
Cornerstone named ‘Best for the World Company 2022’

As a proud Certified B Corporation® since 2019, Cornerstone Financial Planning is honored to be selected as one of B Lab’s 2022 Best for the World companies.

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Cornerstone Volunteer Day 2022

Posted by Kendal Lariviere on June 13, 2022
Cornerstone Volunteer Day 2022

Service within our communities is something we value greatly at Cornerstone. Not only do our employees receive paid time to volunteer for the organizations of their choosing, we also participate in a company-wide group volunteer day annually.

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The Importance of Family Meetings

Posted by Anna Traugh on June 1, 2022
The Importance of Family Meetings

I remember being twelve years old and hearing the dreaded announcement that a family meeting had been scheduled for Sunday night. The topic usually had to do with scheduling, summer plans, or random house rules but it always felt like a chore. Now as an adult, I can see the importance of family meetings. They can be a great way to keep lines of communication open and ensure everyone is on the same page.

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Sustainable Investing: Women Left in the Lurch

Posted by Anna Traugh on May 12, 2022
Sustainable Investing: Women Left in the Lurch

An article published in Investment Advisors Spring 2022 issue peaked interest here at Cornerstone, as it focuses on the correlation of women and their increased interest in environmental, social, and governance focused investment strategies. Interest in sustainable or ESG investments has been growing over the years for many reasons such as: supporting important issues like climate change or diversity, best employee practices, and most popularly, investors just wanting to align investments with personal values.

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Earth Day: Not Just a Single-Day Event!

Posted by Anna Traugh on April 20, 2022
Earth Day: Not Just a Single-Day Event!

As part of our B Corporation™ status, Cornerstone is committed to considering our environmental footprint and how we can improve business and operational practices to positively impact the planet. Earth Day, celebrated on April 22nd annually, serves as a great reminder that we are all responsible for caring for our planet (and not just on Earth Day!)

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Celebrating Certified B Corporations!

Posted by Anna Traugh on March 11, 2022
Celebrating Certified B Corporations!

March is ‘B Corp™ Month,’ which means that Certified B Corporations™ across the globe are taking this month to celebrate the over 4,600 B Corps™ around the world. Cornerstone Financial Planning, a Certified B Corporation™ since 2019, is excited to build awareness of the B Corp™ mission and share how being a Certified B Corporation™ reflects and builds upon our company values.

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Retirement Advice for Tom Brady

Posted by Jill Boynton on February 11, 2022
Retirement Advice for Tom Brady

The unthinkable day has arrived for football fans – Tom Brady is retiring. (Will football ever be as much fun to watch?) It’s likely that he’s set monetarily for life (after all, his net worth including wife Giselle Bündchen is $650 million according to HITC.com). But is Tom really prepared for retirement?

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Greetings and Happy 2022!

Posted by Susan Veligor on January 20, 2022
Greetings and Happy 2022!

I’ve been thinking a lot lately about how dis-United we have become in America. By many means, it seems anger, hatred, and impatience have trammeled their way into our society and culture. I long for the days following 911 when everyone was caring, compassionate, and focused on us as one nation. Older folks, no doubt, recall a similar sentiment from the Roosevelt administration and World War II.

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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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