Like us on Facebook   Follow us on Twitter   View our profile on LinkedIn   Visit our blog
a fun, fabulous, financial newsletter
March 2015; Issue: 140

"In Like A Lion, Out Like A Lamb"

by Lorie Hill


March roars in like a lion
So fierce,
The wind so cold,
It seems to pierce.

The month rolls on
And Spring draws near,
And March goes out 

Like a lamb so dear.




This poem really sums up the month of March, don't you think? To get in the mood for spring, my friend Donna and I participated in Art in Bloom at the Art Complex Museum in Duxbury last weekend. We interpreted a piece by Peter Van Digstee entitled Albie Blitz. (Donna continues to be the creative inspiration of our duo!) This collaboration happens with the Community Garden Club of Duxbury and the Duxbury Art Association. It was a terrific show and all who saw it can't wait to see those spring flowers "in bloom".

As we head into the home stretch of tax season, it is a great time to reflect on your financial goals while you have all your paperwork at your finger tips. Where do you want your life to be in three years? What's preventing you from reaching your goals? What's going right and you need to do more of? These are just a few of the questions we explore with folks when they come to see us. Is there anything we can assist you with? Let us know.

In the meantime, enjoy the longer, warmer days!

Paula Signature
p.s. I completed the 30-Day Minimalism Challenge that I spoke of last month and loved it. Anyone else try it? Let me know what you thought.

From Bill's Corner...

For many, this time of year is difficult. More people die in the beginning of the year than other months.


Did you know the average age of widowhood is 55 and that typically it's the husband who dies first?
Sadly, this is true.


On average, women will be on their own financially for one-third of their adult lives. It's important to stay abreast of your finances - the traumatic time of widowhood is not the time to scramble to catch up on your financial knowledge.


A large part of our practice focuses on working with widows and helping them rebuild their lives after the loss of their partners. They often come to us in a haze. Able to put one foot in front of the other and keep the day-to-day rolling but that's about it. Many of them came from "traditional" marriages, where their spouse handled the family finances even though they may have paid the bills. Their comfort level with investment portfolios is often not very high.

Time to Share. Create a Buzz.

In order to get the most out of life, we need to have the major areas working in balance with each other. It's called the Wheel of Life. Areas of focus typically include: work, relationships, spirituality, money, health. 

Create the life you desire and deserve. How do you rise above your greatest challenge? How do you maximize your greatest strength? Take the test now to discover how to transform your present and your future.

9 things you didn't know were tax deductions

Here are some tax deductions that you shouldn't overlook.
Grim news on health costs in retirement

If you need a reminder that Medicare covers only a portion of retiree medical expenses, check out  this report.
What women must do to ditch bag lady syndrome

What to do so you don't end up homeless and carrying around your possessions in shopping bags.
How to decipher a financial aid letter

College financial aid letters are often confusing. Here's how to figure out how much a school will really cost.
Biggest supermarket shopping mistakes

Here are a dozen reasons shoppers over spend on groceries. Are you guilty too?
5 signs you are on track to retire early

Interested in retiring early? How do you know you are on track?
In the media...on the blog
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.

Can be broken heart month for many
Old Colony Memorial, February, 2015

Paula quoted in: BUSINESS PANEL: Making the most of retirement funds

The Patriot Ledger, March 7, 2015


A New Year Financial Checkup
Life's Greatest Lesson
It's 1099 time!
Getting Financially Fit
Avoiding Mistakes in a Divorce in 5 Easy Step
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 are a legal fiduciary for our clients.
road map imageWe 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.  
Copyright 2015. All Rights Reserved.