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Sound, visionary stewardship
Welcome
 We recently traveled to Palm Desert, CA. It was our first trip to this area and we were pleasantly surprised at how beautiful the desert can be! We traveled the Pines to Palms Scenic Byway up to a wonderful little town called Idyllwild. As much as we enjoyed the sites on our one free day there, the highlight of our trip was our Date with Destiny. For the past 11 months we have been planning on attending this amazing seminar with Tony Robbins: an entrepreneur, author & peak performance strategist. This was a six-day journey where we learn to become the architect of our future. You gain a clear and deep understanding of why you think, feel and behave the way you do. You learn to take control of the forces that drive you. It was the most amazing experience.  One of the highlights of the whole trip was when I got to meet Tony on day two when my number was chosen out of more than 2000 people to come up and spin "the wheel". I danced, answered some "quiz" questions and won an awesome prize--a ticket to an upcoming seminar called Unleash the Power Within. If you ever have the chance to connect with this man--do it! He is very insightful and gifted. As 2013 comes to a close, have a Merry Christmas with your family and friends. Slow down and remember the "reason for the season". Reflect on what type of year it's been and make some commitments as to what will happen for you in 2014. Make it your best year yet! We'd love to hear what you are planning to accomplish. Drop us a line to share. Cheers, p.s. We are proud to be a Registered Investment Advisor. Learn more about the benefits of working with an RIA.  Have you connect with us yet?    |
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From Bill's corner...
What you need to know before Dec. 31
I recently attended the Financial Planning Association Chapter Leaders Conference in Denver. The Massachusetts chapter was one of 95 from across the country that met to strategize about how our industry continues to offer the financial planning profession the best possible education and guidance for business success. Most importantly, we strategized on how members could give the best service and advice to our clients and communities. Proudly, the Massachusetts chapter received a special recognition award for its pro-bono efforts, especially with military families and our work with Dana Farber.
As I networked with professionals from across the county, there were a few reoccurring themes of my conversations, such as the impact of new laws and year-end planning strategies, plus a couple of Red Sox championship congratulations.
This year brought us the American Taxpayer Relief Act (ATRA), which was signed into law in January, the Obamacare rollout (changing by the minute), the Supreme Court's decision on same-sex marriage and many other new IRS rules. Now, Congress is "threatening" us with comprehensive tax reform for 2014.
Read on...
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Time to Share. Create a Buzz.
Do you want to be younger next year? Sounds like a silly question because most of us do! Thanks to our friends Deb & Steve for turning us on to these books: Younger Next Year--one for women and another for men. Live fit, strong and sexy--until you're 80 and beyond! Just might be the best gift you can give or receive this year! |
11 ways to waste money during the holidays
Even if you were smart enough to set aside extra money to spread some holiday joy, you can easily bust your budget if you use the holidays as an excuse to abandon good financial habits. Here are 11 holiday money wasters to avoid:
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How to retire rich: 6 smart steps at ages 50-66
Focus on the finish line. It's time to get serious about saving, and maybe cutting costs.
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5 year-end tax tips for charitable donations
With more than $300 billion donated every year, America is No. 1 for generosity. Of course, all that giving has benefits when tax time rolls around.
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My daughter wants to be rich. Uh-oh.
She's consumed by a desire to be wealthy. Is that a problem?
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5 last-minute holiday shopping tips
Too late? No way. If you've been putting off holiday shopping, time is running out.
Read on...
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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: New Treasury notes a solid investment
Duxbury Reporter, December 13, 2013
View...
INVESTORS, PLANS AND MONEY: What you need to know before December 31
Duxbury Reporter, November 29, 2013
View... - Paula Harris quoted in: Tips from our economic panel on year-end fiscal housekeeping
Patriot Ledger, December 14/15, 2013
View...
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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
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