September 2013  
Issue: 122
Sound, visionary stewardship

Welcome 
Has September become the "new" January? It seems as if people make new resolutions and renew their commitment to their "to do" lists.  It's a terrific time to take a personal inventory of what you achieved the first eight months of the year and what needs to happen in the final four months to ensure it's a great year.

We are definitely seeing more people wanting to have a "plan in place" for the financial life. You know the quote by Lewis Carroll:  "If you don't know where you are going, any road will get you there." It is true.

orange-tree-sm.jpgThis fall take a step towards figuring out where you want to go. Then create a road map to ensure you arrive on time and in style. I'll be conducting our next Women & Wealth workshop on Tuesday, October 15 in Duxbury. It might be the "kickstart" you need. Sign up today. And, for those who were waiting for the next 30 Minute Mozzarella workshop--it's on November 7th--but it sold out in less than 24 hours this year. Next time I might have to schedule a Women + Mozzarella = Wealth workshop where you would bring your own colander & calculator. Let me know if you want to sign up!

Cheers,   

    

Paula Harris signature   

 

p.s. We are proud to be a Registered Investment Advisor. Learn more about the benefits of working with an RIA. 

 

   

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From Bill's corner... 

 

That pumpkin just might make it to space after all

 

Punkin Chunkin. It is all I could think of when I discovered a company that is creating a slingshot that would fling things into outer space.

 

I attended my first Punkin Chunkin in Delaware the fall of 2000. Crammed into a farmer's field, I watched a unique variety of techno geeks and Chunking groupies compete with sophisticated and some not-so-sophisticated apparatuses. The goal? Fling a pumpkin the furthest.

 

Believe it or not, Punkin Chunkin is so popular that the Science Channel owns the broadcast rights to it and televises the national championship annually. By the way, the world record for Punkin Chunkin is just shy of a mile (the actual world record is 5,545.43 feet), a far cry from outer space.

 

Nonetheless, a U.S. company wants to change space exploration by flinging things into space with a giant slingshot called the "Slingatron." The company, HyperV Technologies Corp, calls it a "railroad to space" and is trying to "crowdfund" for the project.

  Bill Harris signature
In This Issue
Make your executor duties easier
How to deduct a car donation
How to tell your kid you're cutting him off
The perfect salary for happiness
Fabulous freebies
In the media
About us
Time to Share. Create a Buzz.

TED Talks. They are all the rage. You never know what you will learn. This is by far the most useful talk we've seen: How to Tie Your Shoes. Like us. You've probably been doing it wrong your whole life. No need for a double knot after you've watched this 3 minute talk by Terry Moore. Let us know if it works for you.
(Okay, totally not a financial tip but so worth it!)
Make your executor duties easier    

 

Here are some of the challenges you'll face, and a few tips to help you through.

 

How to deduct a car donation        

 

Rules depend on the amount and what the charity does with the vehicle

 

Read on...

How to tell your kid you're cutting him off

 

Nearly half of middle-aged adults gave financial support to a grown child last year, according to the Pew Research Center. These cues can help you nudge your child off the dole.

 

Read on...

The perfect salary for happiness: $75,000

 

The study, which analyzed Gallup surveys of 450,000 Americans in 2008 and 2009, suggested that there were two forms of happiness: day-to-day contentment (emotional well-being) and overall "life assessment," which means broader satisfaction with one's place in the world. While a higher income didn't have much impact on day-to-day contentment, it did boost people's "life assessment."

 

Read on...

Fabulous freebies         

 

There's only one thing better than getting a good price on something, and that's getting it for free. Here are 61 freebies. 

 

Read on... 

In the media... 

 

WH Cornerstone's principal's are tapped by the media to write for and contribute to a variety of publications. Here are our latest contributions.
  • INVESTORS, PLANS AND MONEY: Protect your financial records from disaster
    Duxbury Reporter, July 19, 2013
    View... 
  • INVESTORS, PLANS AND MONEY: That pumpkin might make it to outerspace after all
    Duxbury Reporter, August 23, 2013
    View...  
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,

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

begin it.TM