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.

Tips and Tools for Cash Flow Confidence

Posted by Adam Bergeron on April 23, 2021
Tips and Tools for Cash Flow Confidence

Some people love budgeting and maintaining an Excel spreadsheet to track their personal spending to the penny. If that describes you, congratulations! You don’t need to read this post. For everyone else, here are a few shortcuts to achieving cash flow confidence.

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Cornerstone's Weekly "B Corp Moment"

Posted by Susan Veligor on February 18, 2021

Each week at our staff meeting we have a “B Corp moment” where a fresh idea is shared for employees to consider in their work and personal lives.

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Are You Protecting All of Your Assets?

Posted by Adam Bergeron on December 16, 2020

Did you know that digital assets are not addressed in the typical estate plan? If overlooked, your heirs may lose access to some treasured and valuable items at your death.

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October is National Financial Planning Month

Posted by Jill Boynton on October 22, 2020

We’re so glad that our profession is being recognized with its own month! Here are some ideas on how you can celebrate and observe this important topic.

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Election Years: Investors Benefit By Staying the Course

Posted by Mackenzie Arsenault on August 31, 2020

As election day approaches, we expect to see increased volatility in the markets. However, it behooves investors to stick to their investment course, though challenging at times!

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Tax Savings Opportunity

Posted by Susan Veligor on July 21, 2020

If you are among the folks who took their required minimum IRA distribution prior to the CARES Act, which removed the RMD requirement for 2020, there is still time to unwind this transaction.

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Protecting Your Financial Future In Uncertain Times

Posted by Jill Boynton on May 7, 2020

It is nearly impossible these days to avoid all the bad news out there about COVID 19 as well as its effect on the economy. Even if you don’t watch any news programs, every TV commercial and newspaper ad reminds us of “these trying times”. Uncertainty about many things – such as how long we’ll be staying at home or out of work, or the long-term effect on the economy – is high in our minds. Uncertainty can lead to fear, and fear can lead to action based on emotions instead of rationale.

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Going Inward During Stressful Times

Posted by Susan Veligor on April 24, 2020

The flurry of constant commentary, information, and recommendations is exhausting for many of us. Life is more stressful on many levels and constitutionally, we may feel less grounded, and in general “burned-out”.

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Financial Planning on an Hourly Basis

Posted by Brittany Landry on April 23, 2020

In this unusual economic environment, Cornerstone understands that many individuals have questions and concerns about their financial situation.

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New SECURE Act Required Minimum Distribution (RMD) Rules

Posted by Susan Veligor on February 24, 2020

A question we’ve received lately relates to the ability to postpone distributions from employer sponsored retirement accounts (401k, 403b, etc.) if one remains working at the company beyond age 72.

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