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Sound, visionary stewardship
Welcome Greetings!
Bill and I just did something we do for our clients--we planned our future! We attended a conference in Santa Fe, NM with 40+ entrepreneurial couples from across North America. For two days we thought big thoughts, shared our dreams and then mapped out our next 10 years. All this to ensure we have the best 10 years of our lives. It was a very special time and a great chance for the two of us to really focus on our own lives. 
We both loved Santa Fe and New Mexico. The landscape was just so awesome. While visiting Bandelier National Monument we encountered this mother black bear with her two cubs--right along the trail! All visitors have been warned that they have been spotted close to the ranger station and to be aware. Even though they are quite comfortable around humans they are still wild animals. It was a thrill to be so close! This photo was actually taken by someone we met on the trail as we all approached the bears. Turns out her grandparents live three doors down from us here in Duxbury! She and her family live in Taos and were on their first ever trip to Bandelier! Now, that's a small world! Cheers,   p.s. Last week, I entered my first Standard Flower Show! It was a little scary and exciting at the same time. I had very little idea about what I was doing but had made up my mind to "just do it"! My design earned an honorable mention and more importantly my confidence level increased immensely. Thanks for all the encouragement! |
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From Bill's corner...
This past weekend, while most of you were enjoying the typically activities of spring, I was shivering away in an air-conditioned conference room in Orlando Florida with the nation's most exclusive group of financial advisors - Ed Slott's Elite IRA Advisor Group™. Some of you may have seen the nationally aired and #1 Public Television Fundraising Special "Stay Rich Forever & Ever with Ed Slott". While his consumer info is top notch, the training given to advisors is exceptional. The Wall Street Journal has referred to Ed Slott as "The Best" source for IRA advice. I'm excited to be working with his organization, and offering this depth and knowledge as a resource to our clients. I am convinced that the new tax law (The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010) has created the biggest window of opportunity to protect your wealth from future taxes that we'll ever experience. We have less than 2 years before this opportunity expires. Act now! Contact us if we can assist you.
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Time to Share. Create a Buzz.
Whether you're flirting with the game of golf or already involved, Women on Course opens the door and invites you to enjoy all the benefits the golf lifestyle has to offer.
You don't have to spend five hours on the course to take advantage of the networking and social benefits. Women on Course brings you golf and lifestyle speakers, fashionable golf apparel and opportunities to learn and play the game. |
Inheritance: How to handle a million-dollar windfall
Chances are, you'll find yourself grappling with these issues in the near future, if you haven't already. The strategies that follow will help you navigate the most common challenges beneficiaries face and make the most of your inheritance -- just as Mom or Dad would have wanted.
Read on...
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Divorce and Taxes: five things you need to know
The Great Recession turned out to be quite good at keeping troubled unions together. Divorce rates fell every year in America during the economic downturn. According to the Centers for Disease Control and Prevention, which tracks marriage statistics, there were 63,550 fewer.
Numbers aren't out for 2010, but divorce lawyers and marriage counselors say 2010 was likely the first year since the financial crisis that more couples called it quits than in the year before. And that won't only make things more difficult at holiday times. April 15 (or April 18 this year, because of an extension) can be complicated for the recently divorced as well.
Read on... |
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7 ways to outlive inflation
Inflation will gradually erode the purchasing power of your nest egg in retirement. But there are many steps you can take to help your retirement savings keep pace with the rising cost of living. Here are seven strategies for staying ahead of inflation in retirement.
Read on... |
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401(k) mistakes job-hoppers make
If you're not careful when you switch employers, you could run the risk of damaging your nest egg.
Read on... |
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Four fantastic summer road trips
Get out of town by following these four scene-stealing, summertime routes around the nation: starting with the Maine Lobster Roll.
Read on...
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About us
We are authentic, thoughtful, straight-shooters who provide the sound, visionary financial stewardship that helps our clients protect their financial foundation while building their wealth.
We are private and independent, which means we have the unique ability to build deep, meaningful relationships with our clients with no competing agendas.
We have several decades of broad financial and business expertise that enables us to knowledgeably advise on a wide range of financial and business affairs and to help our clients navigate the sea of complexity with confidence.
We are strong believers in the power of near-term, actionable planning and disciplined focus on forward-facing goals.
We are at our best when we help our clients optimize their financial resources to realize their goals and dreams.
Cheers,
Paula Harris and Bill Harris, CFP WH Cornerstone Investments 781.934.9154 www.whcornerstone.com
Sound, visionary stewardship |
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