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Sound, visionary stewardship
Welcome
Greetings!
'Tis the season of giving thanks. I am grateful for so many things in my life. In reflecting over the many blessings and joys, there are three I'd like to share with you today: Rosie, Fisher and Michael.
 My niece and nephews joined the Sullivan clan this year (my maiden name, if you didn't know) and quickly doubled the number of grandchildren.
Rosie & Michael just couldn't wait to get here and arrived three months early on June 16. Fisher was not as anxious and had to be coaxed out a bit later than expected, on October 16. These cousins will have so much fun growing up together and will sure be to be doted upon by the elders in the family, including their three older cousins!
What are you grateful for this year?
Thank you for inviting our e-newsletter into your mailbox each month over these past seven years. We are grateful for the privilege. Plus, we appreciative all the very nice feedback we receive.
Most importantly, thanks for the friendship. Happy Thanksgiving!
Cheers,
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From Bill's Corner...
While scenario planning regarding date of death may seem insensitive to most, it's any everyday conversation for many professionals. Not having a conversation of this nature would be unprofessional. Bottom line, the difference between dying on or before December 31 and living to January 1, could be a $2,000,000 increase in taxes.
Read more...
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Time to Share. Create a Buzz.
Who loves Random Acts of Culture?
We do! Hallelujah and thanks to the Knight Foundation for bringing this holiday gem to us. Take a break during this holiday season for a Random Act of Culture. (It brought tears to my eyes and a giant smile to my face.)
And if you enjoyed that, you might just enjoy the sound of music.
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10 signs you're not ready to retire
Before you report for your last day of work, be sure that you've taken care of these details. You could save yourself a whole lot of money and regret later.
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10 tips for effective business charitable giving tax changes on the way
Sometimes, the best businesses are ones that give it away - to charity that is. If you make charitable giving a priority, you may find it can benefit your reputation, your soul, and, ultimately, your bottom line.
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How to make smart consumer decisions
Since your current purchase choices can affect your financial future, it's important to make responsible decisions. Making smart consumer decisions can put your on the way to increased financial freedom and prosperity.
Read on... |
Give one good gift this year
Instead of burying a loved one with lots of smaller, not-so-special gifts, why not pool your resources with other folks to buy a truly memorable present? Start with these 9 ideas.
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15 worst holiday gift ideas
You're sweating, panicked. You're about to recycle an old gift, buy a weight-loss book for Aunt Josephine or grab the Victoria's Secret catalog. Stop! Break the cycle of Holiday Gift-Shopping Syndrome!
Read on... |
About us
WH Cornerstone Investments, LLC provides wealth management services to
a select group of clients. Regardless of their background or future
vision, all of our clients commit to a plan that targets their
long-term financial growth and stability. While some of our clients
concentrate on one part of their investment strategy, others opt for a
more holistic approach.
WH Cornerstone clients demand customized objective, expert advice,
which they know can come only from a firm that is truly independent-a
firm not tied to financial institutions. As an independent Registered Investment Advisory firm, we are fee-only and therefore free from any outside institutional
influence.
Cheers,
Paula Harris and Bill Harris, CFP WH Cornerstone Investments 781.934.9154 www.whcornerstone.com
Sound, visionary stewardship |
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