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Grow Your Wealth & Support Your Goals
with Financial Planning Insights

Money is more than just math – it’s emotion, legacy, and sometimes, stress. Smart financial decisions begin with understanding your values, knowing your options, and trusting the people who guide you. Learn from our team of experts about socially responsible investing, goal-oriented wealth management, value-aligned planning, and navigating life’s biggest money decisions.
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in the news
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money wisdom
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Company updates
March 11, 2024
March is B Corp Month!
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January 8, 2024
Cornerstone Named in 2024 Book of Lists
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December 4, 2023
Budgeting App Options to Replace Mint
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November 6, 2023
Support Lewiston Through Maine Community Foundation
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November 3, 2023
A Reminder to Vote
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October 3, 2023
What is Cost Basis?
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Meet Your Trusted Experts Behind Cornerstone Planning

Meet the planners behind the insight, experience how we guide our valued clients every day, and see how our B Corp values shape the way we work, live, educate, and lead.
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Disclaimer: Our blog posts are for informational purposes only and are not to be considered investment, tax, or financial advice. Cornerstone does not and cannot guarantee the accuracy or applicability of any information presented in our blog posts regarding your individual circumstances. Please review your personal situation with your tax and/or financial advisor.
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