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a fun, fabulous, financial newsletter
April 2015; Issue: 141

 

We spent last week at Chateau Elan in Braselton, Georgia for the annual Financial Planning Retreat. A stunning setting which includes three golf courses and a winery. This conference is where the best and brightest of the industry engage in conversations about the art & science of planning. These discussions & speakers really help shape the future of the profession and how we can best service clients.

Some of the highlights for me included:
  • "The purpose of financial planning is to plan a better life." -Bob Veres
  • We had several sessions by Fred Mandell (former CFP turned artist) who helps leaders and their teams unlock their full creative powers. Creativity is a 21st century meta skill and we exercised it!
  • One of the roles of a financial planner is help clients get comfortable in negative space. Help the client step back & reflect on the moving pieces of their life.
  • A very moving presentation about the importance of presence and the importance of quiet, reflective time in our lives. We are human "beings" rather than human "doings" and need to just BE more often.
  • When we work we receive financial benefit, status, purpose, foundation for time management & socialization. How do "we" replace each of these important areas in retirement?
  • Terrific technology tools to improve our business practice and our lives. One of them is listed below: RescueTime.
  • Personally, I'm inspired about money mindfulness & how it ties with spirituality so I facilitated a lunchtime discussion with 12 others interested in the topic. Two folks that really stood out were a planner from India & Buffalo! We will keep the conversation going.
  • Lastly, we bumped into the planners from Alaska who organized our fishing trip last summer. It was nice to relive some of those memories & create new ones as we exchanged more ideas.

Spring is a wonderful time to think about & implement new things. We are committed to more technology advances & even deeper conversations with our clients & colleagues in the months to come. What are you committed to "growing" in your life this spring? Please share. We would love to hear about it.

 

Cheers,

 

Paula Signature

From Bill's Corner...

Seige season is here

 

During the First Crusade in the spring of 1099, crusaders reached the gates of Jerusalem. The successful siege saw the crusaders seize the city from the Fatimid Caliphate and lay the foundations for the Kingdom of Jerusalem. Marking 1099's the "Siege of Jerusalem" as a famous date in the annals of history.

 

For many of us in the United States, 1099 is a reminder of another siege, TAXES!

 

A Form 1099 is a type of "information return." It is a tax form that you get if you received certain types of income during the year. Usually, you report the information from a 1099 on your tax return.

Read more...
Time to Share. Create a Buzz.

Find your ideal work-life balance. Isn't that what we are all after?

With so many distractions and possibilities in your digital life, it's easy to get scattered.  

 

RescueTime helps you understand your daily habits so you can focus and be more productive. Get serious about your time today.  

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7 valuable things you can learn from your tax return

Before you stash your tax documents in a file drawer, review your return for ideas about how to upgrade your personal finances in 2015.
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Be wary of "senior" experts


Impressive credentials following an adviser's name may represent not much more than attendance at a weekend seminar.
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5 worst money blunders made by millennials

20-something's it's time for Money Management 101.
Read more...
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Managing cognitive decline


The challenges are emotional and financial. How to spot dementia early and learn to cope.
How to cut your travel costs by 50%

Five great tips to help you enjoy and save on your next vacation.
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10 things to buy or not to buy in May

May is the month to buy household essential and stock up for those summer celebrations. 
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.

INVESTORS, PLANS AND MONEY:
Seige season is here
Old Colony Memorial, March, 2015
View...
WH Cornerstone Investments Named a Directors Partner
Kingston Reporter, April 10, 2015
View...
BUSINESS PANEL: Assessing the local effect of an interest rate hike
Patriot Ledger, April 25, 2015
View...

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.  
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