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Sound, visionary stewardship
Welcome
Greetings!
It's another peaceful, snowy day here on the South Shore but the calendar says spring is coming. Actually, it arrives tomorrow. I've already seen the yellow crocus popping up in the yard, the daffodils and tulips have poked through. This is a season of surprises for me. I love to explore to see what's forming, bursting or blooming. It's also a time to explore, try new things or recommit to those New Year's resolutions. Get started. Good luck! Can we help? Then let's talk! Cheers,  p.s. It was very nice of South Shore Living magazine to include me in their issue focusing on Wonder Women. You can pick up a copy or read it here. Have you connect with us yet?    |
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From Bill's corner...
Frozen Dead Guy Days
In 1989, a Norwegian citizen shipped the dead body of his grandfather Bredo Morstøl to the United States. For shipping purposes, the corpse was preserved on dry ice. It was later stored in liquid nitrogen at the Trans Time cryonics facility in California for close to four years.
As a financial planner, my mind always wonders if the deceased had a good estate plan in place (a hazard of the job, I guess). More importantly, are their plans being carried out as directed. Was it Bredo Morstøl's final wish to be packed in ice, shipped to the United States and cryogenically frozen?
Read on...
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Time to Share. Create a Buzz.
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One of the pains of being self-employed is handling your own taxes, which means regularly setting aside the money you think you'll owe to the IRS and your state. But how do you figure out how much that will be?
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Super secret Roth strategy for high earners
The Roth IRA was created in 1997 and remains an essential planning tool for those saving for retirement and worried about higher tax rates. Other advisers may call this a "Backdoor Roth Conversion," but I much prefer the term "Super Secret Roth Strategy." It just sounds cooler.
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12 debt myths that trip up consumers
Borrowers too often fall prey to the conventional wisdom. And it can cost them.
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Rebuild your nest egg after a divorce
Divorce or having a spouse die young saps income and assets, making it much harder to continue saving the same way you did as a married couple.
Although family changes put a lot of immediate worries on your plate, it's crucial to keep one eye on your long-term plan.
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Dine out without breaking the bank
The average American spends thousands a year dining out. Luckily, saving your budget doesn't have to mean kicking the restaurant habit.
Read on...
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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 |
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