WH Cornerstone Investments
March 2012 
Issue: 103
Sound, visionary stewardship

Welcome 

Greetings!

 

Spring has sprung! Have you noticed that people have an extra "spring" in their step and a smile on their face? I have! Neighbors are in their gardens, kids are playing outside, and around here, the beaches have been very busy! 

 

This weekend I'm trying something new! My friend Donna and I are participating in "Art in Bloom" at the Art Complex Museum in Duxbury. This is an through our  Community Garden Club of Duxbury showcasing the Winter Juried Show of the Duxbury Art Association.  We chose a piece called "A Touch of Orange" by Ted Polomis -- it just drew us in! I can't wait to see what we create. I'll share it on Facebook, if you want to see, be sure to "like" our page.  

 

Are you trying something new this spring? We'd love to hear about it!  

 

Cheers,    

     Paula Signature 

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Have you checked out our brochure yet?   

 

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From Bill's corner... 

 

401(k) Transparency  

 

If you have a 401(k) plan at work, you may be seeing changes in the way you receive information about your plan before the year is up.

 

Typically, 401(k) plan participants are on their own when it comes to making decisions regarding investments. The Department of Labor (DOL) has become concerned that participants might not have access to critical information regarding their plans, especially relating to investment choices, fees and expenses.

 

As a result, the DOL has issued new regulations for rollout in 2012. It will require self-directed 401(k) plans to provide detailed information to participants about the plan, as well as its investments, on a regular basis.

 

Read on... 

 Bill signature

In This Issue
Retire without quitting your job
IRAs get sexier
The gray divorcés
7 money lies we tell our spouses
Spring breaks that won't break you
About us
Time to Share. Create a Buzz.
 
There has been so much buzz for us lately, we thought we'd share.

We've had tons of interviews and articles in various newspaper this first quarter which you can check out here.

Bill has been asked by the Financial Planning Association of MA to coordinate their 2012 webinar series, plus, he is on the faculty for the MCLE New England Estate Planning: MCLE BasicsPlus! in May.

Paula spoke at Bridgewater State University earlier this month. Plus, she will be a panelist for the SSYPN's Mentor Panel: What does it Mean to Serve on a Board? on April 26 and moderating the panel: Innovation at Family Businesses on May 10 for The Southern New England Entrepreneurs Forum.

Retire without quitting your job

 

You might be able to stop saving for retirement at 60 and use that money to enjoy the retiree's life. But there's a catch: You can't stop working right away.

 

IRAs get sexier  

 

Disillusioned with returns on conventional investments, IRA owners are turning to private equity, condominiums, farmland and other alternatives. Here's what you need to know.

 

Read on...

The gray divorcÚs       

 

The divorce rate for people 50 and over has doubled in the past two decades. Why baby boomers are breaking up late in life like no generation before.

Read on...

7 money lies we tell our spouses       


Trust and money go hand in hand in a marriage, so lying about financial matters can seriously threaten the relationship. A recent poll identifies some common areas of dishonesty.

 

Read on...

Spring breaks that won't break you       

 

For family trips, spring break offers numerous opportunities to save money on travel expenses, from fares to accommodations.  

 

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