Cornerstone Financial Planning

Teaching high-level concepts such as investing, budgeting, and philanthropy might appear ‘too advanced’ for children, but there are many accessible and age-appropriate ways to introduce these concepts to kids.

Read our latest blog for tips and examples of how to plant the seeds for financial responsibility from an early age: https://www.cornerstoneplanning.com/blog/post/tips-for-raising-financially-responsible-children

Did you know that over 1 in 5 Americans have no emergency savings? This can be attributed to increases in inflation, rising expenses, or other factors, or for many Americans earning a livable wage, it may be tied to spending habits.

Read our latest Money Wisdom post offering tips to building healthy money habits: https://www.cornerstoneplanning.com/blog/post/building-financial-habits

To our clients based in Maine, did you know that you may be eligible for a tax extension? Read our latest Money Wisdom post to learn more: https://www.cornerstoneplanning.com/blog/post/understanding-the-maine-state-tax-extension

We’re happy to share that Cornerstone is celebrating twenty years of business! 🎉 We're revisiting some of our notable milestones throughout the years on our blog: https://www.cornerstoneplanning.com/news/post/cornerstone-financial-planning-turns-20-2

Cornerstone is thrilled to share that our own Danielle Pensinger has earned her ® Certification! Congratulations, Danielle!


Read more: https://www.cornerstoneplanning.com/news/post/danielle-pensinger-earns-prestigious-cfp-certification

Cornerstone’s Portsmouth office teamed up with a group of New Hampshire-based B Corporations to clean up the beach in Hampton, NH!

We were joined by Good Start Packaging, Milestone Financial Planning, Placework, Richardson Media Group, Inc., Veris Wealth Partners, MegaFood, and Prime Buchholz.
Thanks for hosting Blue Ocean Society for Marine Conservation!

Read about it on the Cornerstone blog: https://www.cornerstoneplanning.com/news/post/cornerstone-joins-new-hampshire-b-corps-for-joint-community-clean-up

This month's blog by Bethany discusses tips for saving when spending feels stressful! Click below to read the full piece.


https://www.cornerstoneplanning.com/blog/post/tips-for-when-spending-feels-stressful

Cornerstone's own Mackenzie Parsons celebrates her 10-year anniversary working at Cornerstone Financial Planning! Congrats on this milestone, Mackenzie, and cheers to the next 10, and beyond!
https://www.cornerstoneplanning.com/news/post/mackenzie-celebrates-10-years-at-cornerstone

This month's blog by Kristen discusses tips that you can use to aid in raising your credit score. Click below to read how!

How to Boost Your Credit Score Your credit score is one of the most important tools that you have in your financial toolbox. Having a high credit score shows creditors that you have a

Today, April 22, is Earth Day! We feel it is important to treat EVERY day as if it is Earth day. Click below to read about the 2024 Earth Day campaign 'Planet vs. Plastics' and to see how you can incorporate better habits for our planet into your daily lives!

Make Every Day Earth Day April 22 is celebrated internationally as Earth Day. Though this day is celebrated once a year, we should truly all be striving to think about our

Cornerstone Financial Planning's Principals Christina and Mackenzie were recently featured on a podcast to outline their respective journeys to co-ownership and buyout success. Click below to read more and to listen to the episode!

Cornerstone Owners Featured on Oak Street Podcast Christina Traurig and Mackenzie Parsons were recently asked to join Susie McEuen, VP of Sales at Oak Street Funding, on Oak Street’s podcast

Cornerstone Financial Planning's co-owner, Mackenzie Parsons, has been accepted to Leadership Portland's 2024 class! Click below to read about how Mackenzie is becoming an informed and engaged leader in the greater Portland area!

Mackenzie Parsons Accepted to Leadership Portland Class of 2024 Cornerstone Principal, Mackenzie Parsons, is one of 24 local professionals who has been selected to participate in the 2024 Leadership Portland program.

Cornerstone is proud to be a Certified B Corp! Check out our blog below on B Corp month and why it's so important to Cornerstone!

March is B Corp Month! March is Certified B Corporation™ month, celebrated internationally. Currently there are just over 8,000 B Corps™ around the world spanning 162

Cornerstone Financial Planning is proud to be a women-founded and women-owned business.

Today, on March 8th, we look back at the incredible women who have come before us, who challenged the status quo, and fought for the rights of all women.

As we look forward, we hope you will join us in striving for a future where every woman has the opportunity to thrive and fulfill her potential!

MaineBiz is back with their annual Book of Lists for 2024 and Cornerstone Financial Planning is listed as one of Maine's largest Certified B Corporations™. Click below to learn more!

Cornerstone Named in 2024 Book of Lists Annually, Maine Biz publishes their ‘Book of Lists’ which is a compilation of lists that are featured throughout the year in Maine Biz

As many people have heard by now, Mint will be closing as of 1/1/24. Read Cornerstone's blog below to explore some alternative options for budget tracking!

Budgeting App Options to Replace Mint The recent news that the budgeting website and app, Mint, will be shut down has caused many people to panic. Mint, by Intuit, has been utilized by millions

The Maine Community Foundation has created two Lewiston-Auburn Area Response Funds. Click the link below to see how you can contribute and support!

Support Lewiston Through Maine Community Foundation As we come up on two weeks since the tragic events of October 25th, Mainers continue to come together to support recovery efforts for the victims, their

Cornerstone wants to remind our local communities and beyond to vote this coming Tuesday, 11/7. Let your voice be heard!

A Reminder to Vote Election Day is coming up on Tuesday, November 7th, 2023. While many of us are quite busy as we head into the holiday season, we encourage everyone to take

Cornerstone team members join in the Maine B Corporation's beach cleanup -- click below to read more!

Maine B Corps Beach Cleanup On Friday, September 8th Cornerstone team members Danielle Pensinger and Anna Traugh participated in the Maine B Corporation beach cleanup at Bug Light

Cornerstone Principal, Mackenzie Arsenault has officially changed her last name to Parsons. Click below to read more!

Principal Name Change: Arsenault to Parsons! As many folks know, Cornerstone Principal Mackenzie Arsenault was married this past January in a New Years wedding to remember. We are excited to share

The Maine Legislature recently voted to repeal a tax relief program that was approved at the end of 2022. Click below to see how existing programs have been expanded and whether you qualify!
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Maine Property Freeze Tax Repeal The Maine Legislature reconvened late last month and voted to repeal the ‘Property Tax Stabilization for Senior Citizens’ was enacted in August

Now. On. Sale!

Join us for the Project Upcycle Runway Event and celebrate this year's designers during 3S' biggest fundraising event of the year!

3S Artspace, in partnership with RECOVERGIRL seeks to promote regional designers and sustainable fashion in the 5th annual Project Upcycle design competition:

Eight designers compete to transform end-runs, deadstock material, and excess inventory from innovative brands in New England and beyond to create a fresh take on New England streetwear.

With the support of community role models, designs are modeled on the catwalk during the Runway Event on October 21! Designers compete for cash prizes and are judged on ex*****on, creative reuse of materials, and styling by an elite panel of judges.

▪ Tickets: tinyurl.com/project-upcycle-2023

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GENEROUSLY SUPPORTED BY

Presenting Sponsor: AC Hotels by Marriott Portsmouth

Sustainability Sponsor: Duckfeet USA

Upcycle Sponsors: Alyssa Duncan Photography, Jessica Bellanti Salon

Runway Sponsor: BPRK, Cornerstone Financial Planning, Harding Metals, Kristian & Nancy Jensen, WIN Waste Innovations

Friends of Fashion Sponsors: Cocoon-Inc., Tulley Automotive Group

Project Upcycle Fans: Mr Fox Composting, We Fill Good

Thank you to our year-round Lead Sponsors: MacEdge and Raka

As student loan forbearance comes to an end, Cornerstone wants to be sure folks are aware of their options. Click below to read more!
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Preparing for the End of Student Loan Forbearance: What You Need to Know As many recent graduates are aware, the forbearance period for student loan payments will be ending this summer after three years. As the pause on loan

This month, Cornerstone planner Bethany shares insight into savings accounts and potentially high-yielding options!

It's About Time! For many years, savings account yields were close to zero. There were virtually no options to make a return on your money if you wanted liquidity and

Cornerstone's Mackenzie Arsenault and Anna Traugh attended the 100th Annual Meeting with The Junior League of Portland, ME last night, where Anna was presented with an award. Click below to read more!

Anna Wins Junior League of Portland, ME Award! On May 24th, Mackenzie and Anna attended the 100th Annual Meeting of the Junior League of Portland. The evening kicked off with keynote speaker Mara

Cornerstone Principal & Financial Planner, Christina Traurig, was nationally recognized as the National Association of Personal Financial Advisors (NAPFA) April volunteer of the month! Click below to read more.

Christina Named NAPFA Volunteer of the Month! Cornerstone Principal and Financial Planner, Christina Traurig, was featured on the National Association of Personal Financial Advisors (NAPFA) social

Now that April 18th has come and gone, Cornerstone wants to help you ensure you are on the right track. Click below to read our blog on next steps now that the tax deadline has passed!

The 2023 Tax Deadline Has Passed…What’s Next? For many folks, early to mid-April can bring up feelings of stress or worry as the Federal tax deadline approaches. Now that we are past the April 18, 2023

March is Certified B Corp month and Cornerstone is honored to have been the first financial planning company in Maine to qualify for B Corp status. Click below to learn more about our B Corp journey!

https://www.cornerstoneplanning.com/news/post/proud-to-be-a-b-corp

Cornerstone Financial Planner, Sara Casale, has tips to share related to 'financial spring cleaning.' Click the link below to read more!

Spring Cleaning: Finance Edition Why is that spring feels like such a perfect time of year to tackle messes and get organized? Cultures all over the world have practiced the tradition of

Happy International Women's Day from all of us at Cornerstone Financial Planning!