WH Cornerstone Investments
January 2013  
Issue: 114
Sound, visionary stewardship



We are very excited about 2013! We hope you are too.

Big things are happening here.
  • Paula is going to be leading Women & Wealth workshops;
  • Bill has been elected to the Board of Directors for the MA Financial Planning Association as the Membership Chair (congrats, Bill!);
  • Together we are writing a book to help widows deal with their finances.
What are you going to do to make it your best year yet? And, contact us if we help you in anyway. May 2013 be a year filled with peace and prosperity for you and your family.


     Paula Harris signature  

p.s.  Paula was quoted in  Local experts weigh in on the fiscal cliff and our recent alert  The American Taxpayer Relief Act of 2012 


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From Bill's corner... 


Resolutions, mantras for 2013


During this time of year, many of us like to make resolutions. A resolution is a firm decision to do or not to do something. These personal promises make fascinating conversational topics. Forty-five percent of Americans make New Year's resolutions. On the flip side, 38 percent of Americans refuse to make any. Seventy-one percent of those who make a resolution stick with them for only two weeks.


It's said that Julius Caesar started the tradition of making resolutions January 1 as a way to honor the Roman mythical god Janus, whose two faces allowed him to look back into the past year and forward to the new year.


Every January, I like to make two resolutions: one personal and one business related. The first is a brief mantra as a reminder to keep me balanced. My second resolution is business focused. Let me share my 2013 resolutions.


Read on...


  Bill Harris signature

In This Issue
9 year-end financial tasks
Are you planning a big life change this year?.
It pays to stock kids' IRAs
Where your lost luggage goes
The new rules of holiday tipping
About us
  Time to Share. Create a Buzz.

Women are earning and spending more than ever before. Women are making the majority of financial decisions. Yet, all too often women are afraid of money matters. Well, no more! Through this Women & Wealth workshop on March 19 we will cover simple steps to motivate and inspire you about your money. You will feel empowered about your financial future and what it takes to create wealth. Learn more. 

7 resolutions to get your nest egg in shape


Be honest: You're behind schedule in planning and saving for retirement. Here's how to get back on track.


Are you planning a big life change this year?


Life goes on. If you are anticipating some major changes in 2013, you'll need to do some planning.


Here's a checklist of essential money strategies to consider before you take one of these five key steps in your life.  


Read on...

7 reasons to roll over your 401(k)


Your former employer's plan may not be the best place to keep your investments after you retire. Here's why an IRA might be a better idea.

Read on...

Financial reading your teen won't tune out


Is 2013 the year you're finally going to start your teen on that long road to financial independence?


There are plenty of books, blogs and videos out there with a dizzying array of financial advice and investing how-tos. The problem is that most are geared toward adults, who themselves can find the material too dry. Here are some your teen will enjoy. 


Read on...

How to find hundreds of birthday freebies                 


Your birthday is a time to have fun. And what's more fun than free stuff?  


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.   


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Paula Harris and Bill Harris, CFP
WH Cornerstone Investments

Sound, visionary stewardship