WH Cornerstone Investments
January 2012 
Issue: 101
Sound, visionary stewardship

Welcome 

Greetings!

 

Happy New Year!  We hope your year is off to a great start. Ours sure is! Lots of exciting things are in store for us in 2012.  You?

 

I'm happy to share that I have been elected to serve as the 2012 Chairman of the South Shore Chamber of Commerce. It's a very large and influential business organization. I'm honored. Our local paper did a very nice interview.  

 

Bill did a "live" chat for the Boston Globe at the beginning of  January about financial resolutions. It was very well received and they've asked him back for later in the year. Feel free to read it and read his seven resolutions below. Which of them do you need to tackle?  

 

We hope you've got lots of great plans to make 2012 the best year yet. If we can help you achieve your goals this year, just reach out. We'd be delighted to help you make your future bigger than your past.  

  

Cheers,    

     Paula Signature 

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Have you checked out our new brochure yet?   

 

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From Bill's corner... 

 

7 financial New Year's resolutions for 2012

 

Financial goals are often a moving target -- especially when stock market returns are wildly unpredictable and interest rates are low.

 

If you're looking to make 2012 the year of better finances, these seven resolutions are good places to start.


Read on... 

 Bill signature

In This Issue
When a divorce pays off
How to keep your money resolutions
7 tax tips for women
Don't let your grown kids ruin your future
19 web sites for travel savings in 2012
About us
Time to Share. Create a Buzz.

USPS rates are increasing on January 22! Are you ready? First class letters will go from $.44 to $.45 and postcards will increase from $.29 to $.32. Most of the first class mail stamps are now Forever stamps but if you mail postcards, stock up on those $.01 stamps! Of course, other rates are increasing too.

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Want to learn how to make mozzarella? Paula's next class is March 15 at 7:00 p.m. Online registration starts January 30. Hurry. It sells out fast!
When a divorce pays off

 

Is your mother getting shorted on her Social Security payments?

 

The basics: A person can collect Social Security benefits based on her own earnings history, or 50% of her spouse or former spouse's benefit, if it is greater than her own, and 100% if he is deceased.

 

Read on...

How to keep your money resolutions

 

Save more. Borrow less.

 

There's a reason these two simple-sounding goals land on our lists of New Year's resolutions year after year: We never seem to make any headway with them.

 

Read on...

7 tax tips for women     

 

Tax season might seem far away, but it has a certain way of creeping up on us and it will be here before we know it. Here are some tips for female tax filers to eliminate some of the angst out of preparing taxes.

Read on...

Don't let your grown kids ruin your future      


It's the Boomer Boomerang.

 

Baby boomers, who were notorious for prolonging their own adolescences well into their 20s and beyond ("Seinfeld," anyone?), are feeling the financial sting now that their own offspring have their hands out.


Read on...

19 web sites for travel savings in 2012       

 

Higher hotel prices, airline capacity cuts and rising travel demand mean travelers will have to work harder to find a good deal in 2012. But there are plenty of online tools to help keep your vacation expenses in check. Here are 19 go-to web sites to help you save money this year.  

   

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
,

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Paula Harris and Bill Harris, CFP
WH Cornerstone Investments
781.934.9154
www.whcornerstone.com 

Sound, visionary stewardship