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.

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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Why Sharing Gender Pronouns Matters

Posted by Anna Traugh on July 29, 2021
Why Sharing Gender Pronouns Matters

Gender pronouns are words that a person would like others to use when talking to or about them. Nothing may be more personal than how people refer to us through our names and pronouns. Using a person’s chosen name and desired pronouns is a form of mutual respect and basic courtesy. Celebrating diversity and welcoming all individuals is something that Cornerstone holds in high regard.

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Dimensional Advisor Funds - Carbon Neutral Certification

Posted by Susan Veligor on July 21, 2021
Dimensional Advisor Funds - Carbon Neutral Certification

As you may be aware, we employ Dimensional Advisor Funds in many of our portfolios. We are strong proponents of their investing process. Today we learned they are among the first investment management firms to receive a Climate Neutral Operations Certification from South Pole, a climate solutions provider of carbon offset purchases.

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Mid-Year Financial Assessment

Posted by Jill Boynton on June 14, 2021

Summer is here and many of us are headed outside! Who wants to spend their days thinking about finances when we can be at the beach instead? That is completely understandable, but we still suggest taking just a few minutes to do a mid-year review of your finances. 

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World Bee Day

Posted by Susan Veligor on May 21, 2021
World Bee Day

We are forwarding along this communication from Green Century Investments which highlights the important work in which this non-profit mutual fund engages:

Today is World Bee Day, and we wanted to let you know how these small, but mighty, species play a vital role in our ecosystem and how Green Century° is working to protect them.

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Sustainable Spotlight: Yaupon Brothers American Tea Co.

Posted by Kendal Lariviere on May 17, 2021
Sustainable Spotlight: Yaupon Brothers American Tea Co.

As a Certified B Corporation™, we are always looking for sustainable, ethical businesses to support. One of our most recent discoveries is Yaupon Brothers American Tea Co. This small, Florida-based company specializes in the farming of Yaupon Holly trees to produce Yaupon tea, the only tea variety native to the United States.

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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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