WH Cornerstone Investments
August 2011  
Issue: 96
Sound, visionary stewardship

Welcome 

Greetings!

Summer is quickly coming to a wrap. We hope you've made the most of it by enjoying fun in the sun. Here are a few highlights of our summer I'd love to share with you.

 

A night in the new "luxury box" for a Hyannis Harbor Hawks Tanglewoodgame-baseball at it's purest! A few great outings at Tanglewood--here we were setting up for a picnic lunch for five. Played lots of golf. We had our first visit to the Williamstown Theatre Festival to see Ten Cents a Dance. Cooling off in a good 'ole fashion swimming hole. It's been a great summer, which is not over yet!  

 

Make the most of these last few weeks of summer. I know we will.

 

Cheers,    

     Paula Signature 

 

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From Bill's corner... 

 
Dentists love clients that floss.  Financial planners love clients that track expenses.  We recently started working with a client that used Mint.com for tracking his family's expenses.  Working together we were able to craft a mature budget for the upcoming year.   I'm not usually in the business of endorsing products, but I was blown away with the functionality and ease of use that Mint.com offers.  When it comes to budgeting, it stacks up with any professional financial planning software.

 
Everything on Mint.com is simple and streamlined. It only takes a few minutes to set up.  Mint.com is an aggregator that automatically pulls all your financial information into one place.  Your information on Mint.com is as secure and protected. They use 128-bit SSL encryption, which is the same that most banks and financial firms use.
 
So if you want to make your advisor proud start tracking your expenses.  4 million users on Mint.com have found an easy way to do it, and it's free.

 

 Bill signature

 

In This Issue
5 weird ways to fix your retirement
Do you teach your kids to be poor?
The 25 documents you need before you die
When it pays to be a jerk
8 great places to retire abroad
About us
Time to Share. Create a Buzz.

It's been a volatile summer in the financial markets. We've done a number of Market Commentaries over the past few weeks. In case you missed one, you can read them now:
European Debt CrisisU.S. Debt Downgradeor  Equity-Market Sell-off.  We'd love it hear your thoughts and insights too.
5 weird ways to fix your retirement

Worried that your retirement plans are shot, thanks to a really rotten decade for investors? Don't despair. Even if the market never returns to its former glory, there are many ways to retire well.
 
Read on...

Do you teach your kids to be poor?  

 

Sometimes parents pass on to their children poor advice about handling money. Here are some messages that won't be helpful when those offspring strike out on their own.

 

Read on...

The 25 documents you need before you die

 

It isn't enough simply to sign a bunch of papers establishing an estate plan and other end-of-life instructions. You also have to make your heirs aware of them and leave the documents where they can find them.

Read on...

When it pays to be a jerk   


An infuriated customer can sometimes get better results; the trick is to knowing how (and how much) to use anger to negotiate or complain.

Read on...

8 great places to retire abroad    


Great places to retire can be found outside of Florida and Arizona. In fact, many can be found outside of the U.S. entirely. Safe, attractive and affordable places to retire are scattered across the globe, from Latin America to Asia and even Europe. 

 

Read on...  

About us

We are authentic, thoughtful, straight-shooters who provide the sound, visionary  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