Your Hub for News of Interest & Helpful Resources

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…

Read More

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…

Read More

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…

Read More

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…

Read More

Cornerstone Financial Planning Hires New Certified Financial Plannerâ„¢

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, where…

Read More

Cornerstone Financial Planning Website Earns McClain Marketing + Interactive SIAA National Award for Design and Development

Posted by Susan Veligor on March 14, 2014

Portland Marketing Firm Wins National Awards PORTLAND, MAINE (February 25, 2014) – McClain Marketing + Interactive, a strategic marketing solutions firm in Portland, today announced that it received 7 awards in the Eleventh Annual Service Industry Advertising Awards (SIAA) national competition. Four were Gold Awards including Company Brochure for Compass Rose Events in Boothbay Harbor, ME; Logo…

Read More

Cornerstone Financial Planning Celebrates Ten Year Anniversary

Posted by Susan Veligor on March 4, 2014

Read More

"Active Listening" An Interview by Financial Advisor Magazine

Posted by on June 10, 2013

For its June 6th issue, Jill and Susan were interviewed by Financial Advisor Magazine about client communication and relationships. In it, they discuss their process of "active listening" by which they help get to the heart of financial decisions through deeper, more meaningful discussions about life and love. Many of Cornerstone’s clients are divorced, single and widowed women looking for their…

Read More

Jill to Speak at NH Conflict Resolution Association Workshop on May 31st.

Posted by Susan Veligor on May 21, 2013

Jill will be one of three Certified Divorce Financial Analysts presenting a three-hour session entitled “Better Settlements in Divorce; The Use of a Financial Planner” at a New Hampshire Conflict Resolution Association (NHCRA) workshop on Friday, May 31st in Nashua, NH. The speakers will discuss:- The benefits of using a financial planner in divorce. Benefits include reducing fantasy and…

Read More

Susan Participates on Panel at SSG Conference

Posted by Susan Veligor on May 21, 2013

 Jill and Susan attended the annual Shareholders Service Group (SSG) conference in early May in San Diego, California. (SSG is the custodian for many Cornerstone client accounts.) The conference focused on practice management and its importance to independent registered investment advisors. Susan sat on a panel facilitated by a reporter for Investment Advisor Magazine and shared experiences –…

Read More