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Vanessa Medina

Vanessa Medina

Director of Client Services

10 Things You Didn't Know About Vanessa Medina

  1. Vanessa indulges in her passion for gardening by meticulously planting a vegetable garden, every year! Her dedication to gardening is not only a hobby but also a way for her to connect with nature and enjoy the fruits of her labor.
  2. Vanessa’s love for coffee is undeniable, as she cannot imagine beginning her day without indulging in a steaming cup of freshly brewed goodness.
  3. Vanessa enjoys spending quality time with loved ones. Whether it’s having deep conversations or simply enjoying each other’s company, these moments hold immeasurable value in her heart.
  4. Vanessa envisions her retirement dream as owning a picturesque farm nestled in the rural countryside of Virginia, where she can surround herself with a variety of farm animals, including alpacas and llamas. She imagines spending her days tending to her animals, enjoying the tranquility of the countryside, and embracing a simpler way of life away from the hustle and bustle of the city.
  5. Vanessa was originally going to school to become a biology major with the hopes of practicing medicine one day, but after an unpleasant encounter with blood, she changed her major to Finance.
  6. Vanessa is a diehard Dodgers fan but hates going to the Dodger Stadium.
  7. Vanessa firmly believes that the world is filled with an abundance of knowledge waiting to be explored, and eagerly embraces the opportunity to discover new things each day through reading, online courses, podcasts, or by simply having stimulating conversations with people from all walks of life.
  8. Vanessa’s favorite vacation getaway is Tulum, Quintana Roo, Mexico.
  9. Vanessa would rather eat good food than sweets.
  10. Vanessa enjoys going to amusement parks but rarely gets on the rides because she is deathly afraid of heights!
Cornerstone Wealth

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Birthdays Over 50 Worth Celebrating
READ OUR LATEST GUIDE

Birthdays Over 50 Worth Celebrating

Before you start planning for retirement, make sure you put these relevant dates in your calendar. Beginning at 50 years old, there are several birthdays that are essential to be aware of as they can influence your retirement timeline and overall financial plan.

The Fundamentals of Estate Planning
READ OUR LATEST GUIDE

The Fundamentals of Estate Planning

Estate planning can be an emotional process. After all, it’s difficult to think about things like who will raise your children, or which loved one will best manage your financial assets. Estate planning is necessary, however, because without a will, your estate may end up in court. This means it could be divvied up based on a judge’s ruling, rather than on your personal wishes.

Making the Transition to Retired Life
READ OUR LATEST GUIDE

Making the Transition to Retired Life

After all your years of hard work and disciplined saving, you’ve made it to retirement – congratulations! Now, the challenge becomes tackling common retirement transition concerns so that you can live out the ideal retirement you’ve dreamed of.

Addressing Market Volatility in Today's World
READ OUR LATEST GUIDE

Addressing Market Volatility in Today's World

Planning for retirement is never a “set it and forget it” task. There are unexpected disasters, market drops, and changing laws that could cause retirees to reevaluate their financial situation. Ultimately, there’s no way to predict everything that will cause market downturns. However, you can prepare yourself for one by having a solid financial strategy in place.

What to Consider in Your Charitable Giving Plan
READ OUR LATEST GUIDE

What to Consider in Your Charitable Giving Plan

Congratulations! You’ve decided to give to a charitable organization. Charitable giving is a wonderful way to help further causes you are passionate about and feel good while doing it.

The Importance of Designating Beneficiaries
READ OUR LATEST GUIDE

The Importance of Designating Beneficiaries

When life gets hectic and your to-do list seems endless, it can be easy to let financial planning details slip through the cracks. However, updates to your designated beneficiaries on 401(k) plans, IRA accounts, and other retirement assets is vitally important.

Managing Inflation in Retirement
READ OUR LATEST GUIDE

Managing Inflation in Retirement

You may have noticed that the things you buy regularly have become more costly, and you may be pondering if inflation will stay high. For individuals close to retirement or already retired, it is essential to take measures to protect themselves from the eroding effects of inflation.

Birthdays Over 50 Worth Celebrating
READ OUR LATEST GUIDE

Birthdays Over 50 Worth Celebrating

Before you start planning for retirement, make sure you put these relevant dates in your calendar. Beginning at 50 years old, there are several birthdays that are essential to be aware of as they can influence your retirement timeline and overall financial plan.

The Fundamentals of Estate Planning
READ OUR LATEST GUIDE

The Fundamentals of Estate Planning

Estate planning can be an emotional process. After all, it’s difficult to think about things like who will raise your children, or which loved one will best manage your financial assets. Estate planning is necessary, however, because without a will, your estate may end up in court. This means it could be divvied up based on a judge’s ruling, rather than on your personal wishes.

The Birth of a Grandchild
READ OUR LATEST GUIDE

The Birth of a Grandchild

Congratulations! The arrival of a grandchild is always an exciting time. Since many grandparents wish to assist in covering their grandchildren’s future financial needs, it’s also a good time to consider financial preparations for the future. If you hope to provide funds to your grandchildren, both 529 plans and trusts are beneficial options.

Cornerstone Wealth

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We’re delighted to introduce our new and improved online space tailored to elevate your online experience.

If you have any thoughts, questions, or if you’d like to schedule a consultation drop us a line. Your insights help us refine our services.

Making the Transition to Retired Life
READ OUR LATEST GUIDE

Making the Transition to Retired Life

After all your years of hard work and disciplined saving, you’ve made it to retirement – congratulations! Now, the challenge becomes tackling common retirement transition concerns so that you can live out the ideal retirement you’ve dreamed of.

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