Cornerstone Wealth Planning

03/28/2025

There are many benefits to saving in a Roth IRA or Roth 401k - here are just a few.
For more information on Roth IRAs: https://www.irs.gov/retirement-plans/roth-iras

02/25/2025

The IRS has released the 2025 retirement account contribution limits. Also, there’s a new retirement account contribution catch-up amount for those aged 60 to 63.

More information on retirement account contribution limits: https://www.irs.gov/newsroom/401k-limit-increases-to-23500-for-2025-ira-limit-remains-7000

Please consult with your tax advisor for any tax advice.

02/07/2025

Please join us in congratulating Melissa for successfully passing her Series 7 and 66 securities exams! She’s now licensed as a registered financial professional, enhancing our ability to serve clients.

01/15/2025

Have you tested your retirement plan for an unexpected early retirement?

The research shows, and we’ve seen many client situations confirm this, most people still working expect to work until at least age 65 (65%). But most retirees decide to retire earlier than age 65.
It’s wise to prepare to retire earlier than you think you might, in case something unexpected derails your plans.

01/03/2025

Congratulations, Wes!

11/22/2023

11/20/2023

On Sunday, members of the extended Cornerstone family participated in the 55th annual Maine Track Club Turkey Trot 5K to benefit Wayside Food Programs. Gobble, gobble!

10/24/2023

We're excited to sponsor this year's Maine Summit Trek for Tree event at Lost Valley to benefit Tree Street Youth!

Learn more about this great event here:
https://treestreetyouth.org/maine-summit-trek-for-tree/

We want to take a moment to express our gratitude to our Maine Summit Trek for Tree 2023 Sponsors!

Thank you to Northeast Bank for being our Pinnacle Challenge Sponsor! Northeast Bank sponsors our Big Buck Fun Run Trail at the event. This trail gives EVERYONE the opportunity to hike up the Big Buck trail, earning tokens that you can exchange for raffle entries. The higher you climb, the more tokens you earn, the better your chance to win!

Thanks to Central Maine Power and Platz Associates for being our Tree Line Trail Sponsors!

Thanks to Maine Community Bank, Norway Savings Bank, and United Insurance for being our Elevation Team Sponsors!

And thanks to Associates, P.A., Mechanical Systems, Pediatric Associates of Lewiston P.A., Subaru, Cap N’ Stem Mushroom Company of Maine, and Cornerstone Wealth for being our Base Camp Sponsors!

All of these businesses make it possible for us to bring our whole community into nature to hike and enjoy the fall season as part of the Trek for Tree!

Learn more about the Maine Summit Trek for Tree at our website: https://treestreetyouth.org/maine-summit-trek-for-tree/

We can’t wait to see you on Sunday, Oct. 29th from 11AM-4PM at Lost Valley in Auburn!

06/15/2023

We're proud to sponsor the Auburn Public Library's Book Around Town fundraiser! Raffle tickets can be purchased online or at the library's lending desk ahead of the live event this Sunday, June 18th.