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A fun, fabulous, financial newsletter you can use
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September 2015; Issue: 146
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Playing tourist in your own city can be a lot of fun! We spent this past weekend in Boston for the national Financial Planning Association's annual conference at the Boston Convention & Exhibition Center. Bill was on the National Task Force to plan this year's convention which was an honor & a thrill for him. Congratulations on an outstanding job Bill!  We have not spent much time in this part of the city since it's transformed. Wow! It's a restaurant mecca with terrific access to the waterfront. Each morning I caught a magnificent sunrise. We also sat out on D Street to watch the lunar eclipse on Sunday night. A real treat! For years I've wanted to check out the ICA--Institute of Contemporary Art/Boston and I did. There were terrific docents available who really helped translate and provide insight for the many pieces. I appreciate art much more when I have a guide. It's probably similar to why people hire a financial planner. They can see the parts of their situation but when some is able to guide them through the finer points they get so, so much more out of it! They then see their big picture!
Would you like a guide through your financial life? If so, we are hear to help. Just reach out. Happy fall! Cheers,
p.s. Bill got some national recognition for our enewsletter in Investors Business Daily on Monday. We have had tremendous success over the past 12 years with it. Thank you for being on the journey with us and reading it!
p.p.s. Thanks to all our our clients, friends and colleague for coming to our Backyard Open House earlier this month. You can see some pictures on our blog.
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From Bill's Corner...
 Sweet strands of the HARP
On July 31, "The Hot Rod," Rowdy Roddy Piper, died peacefully in his sleep. The Hot Rod was a professional wrestler and a Hollywood film actor. I consider him the greatest TV wrestling villain in the history of the sport. Piper was a despicable character that blatantly cheated at all costs to win. He was fearless and truly despised. He had a knack for humiliating his enemies. But somehow, millions of fans still loved Roddy. He set the stage for unpredictable, memorable moments and one-liners like, "Just when they think they got the answers, I change the questions."
During the mid-'80s, Piper hosted an interview segment called "Piper's Pit." Millions of wrestling fans tuned in. Piper entered the arena dressed in a kilt and a Superman T-shirt along with an ensemble of bagpipers, a bass drummer and drum snares. The haunting sounds of the pipes whipped thousands of fans into frenzy. Only the bagpipes could put people in to this state of rabid alertness; let's face it, a harp would not have the same impact. Speaking of HARP...
HARP, the Home Affordable Refinance Program, was created in 2009. It was set up to help homeowners who were "upside down" on their mortgages the ability to refinance their homes and take advantage of lower interest rates. HARP is a federal program, set up by the Federal Housing Finance Agency. Only loans owned or guaranteed by one of the two federal secondary mortgage corporations, Fannie Mae or Freddie Mac, qualify for HARP.
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Time to Share. Create a Buzz.
 The growing arts vibe infuses the historical and cultural district with creativity year-round in Downtown Plymouth. The Spire Center for the Performing Arts opened in 2014 and is a 225-seat performance hall that features superior acoustics, custom state of the art lighting and sound systems and original period architectural details offering patrons an exceptional performing arts experience. The musical acts, the theater performances and the live jazz in the lounge area are outstanding. This weekend see a show at The Spire or sign up to get their newsletter!
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How millennials should save for retirement
There are many challenges which make it too easy for millennials to put off developing savings habits that could ensure a secure future.
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7 habits of people with great credit scoresBuilding & maintaining a good credit score is important and one reason is it give you choices for your future.
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Got a new credit card in the mail?
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Why more women should plan for widowhood
Did you know the average age of widowhood is 55?
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The art of asking for discounts
It might seem like an exclusive perk of the brazen or the connected, but the truth is, anyone has a shot at a discount.
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10 silly sales tactics we fall for everyday
Every time you walk into a store or shop online remember it's you against them.
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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.
Advisors Raise Their Profile By Sending Newsletters
Investors Business Daily, September 25, 2015
View...
INVESTORS, PLANS AND MONEY: Sweet strains of the HARP
Old Colony Memorial, August 30, 2015
View...
Paula Harris quoted in: Lessons Learned: Where do you do your best networking? Boston Business Journal, August 9, 2015 View...
Old Colony Memorial, July 31, 2015
Life's Greatest LessonFinancial Steps to Take in Widowhood (or Not to Take)Avoiding Mistakes in a Divorce in 5 Easy Step |
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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 are a legal fiduciary for our clients.  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. |
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