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a fun, fabulous, financial newsletter
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Summer sure started off bumpy with the Brexit vote. It did rock the financial world for a few days but things settled down quickly, for now. We do continue to see much unrest in many corners of the world which is unsettling for all of us on so many fronts.
We are enjoying ourselves this hot summer! Seaside concerts, July 4th parades and cookouts, private firework displays and sunset cocktails just to name a few fun activities. This photo is the sun setting over Plymouth Bay covered in fog, not clouds. It was a magnificent evening to share with some good friends.
What are some of your summer highlights? We'd love to hear so drop us a line.
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Could your estate be in an epic battle?"I've done something new for this fight. I done wrestled with an alligator, I done tussled with a whale; handcuffed lightning, thrown thunder in jail; only last week, I murdered a rock, injured a stone, hospitalized a brick; I'm so mean I make medicine sick."
- Muhammad Ali Muhammad Ali was one of the greatest boxers of all time. He is the only three-time world heavyweight champion; he won the title in 1964, 1974, and 1978. He was involved in several historic boxing matches, "Fight of the Century," "The Thrilla in Manila" and "The Rumble in the Jungle." Ali fought many epic battles in the ring, and he fought many political battles out of the ring. Ironically, his biggest war may yet be defending his estate. Ali was married four times, had seven daughters and two sons. While I have no idea how his estate will be settled, it has the making of an epic battle.
The estates of the rich and famous make headlines. The passing of the musical icon, Prince, along with Ali reminded us of the need to plan our estates. Because of the sheer size of the estate, famous estates become infamous. Unfortunately, small, unknown estates can become wicked among surviving family members. Inheritors are regularly engaged in epic battles fighting for inheritance.
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Time to Share. Create a Buzz.
Looking out over Pleasant Bay and listening to sounds of live music at the annual Cape Cod Jazz Festival at the Wequassett Inn in Harwich. Concerts are on Tuesday and Wednesday evenings at 8:30 pm through out the summer. The festival is free and open to the public. Drinks and food are available through out the evening. Or considering make dinner reservations at twenty-eight Atlantic.
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The world of the widow: grappling with loneliness and misunderstanding
"The conversation about death is a gift each member of the marriage makes to the other. People should give that to one another."
Learn more...
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Warren Buffett's 10 best money tips of all time
Rule No. 1: Never lose money. Rule No. 2: Never forget rule No. 1.
Learn more...
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How your clutter is costing you money Here are six surprising ways that your clutter can be costing you. Learn more...
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The 10 commandments of buying and selling furniture online
Read these 10 tips from online consignment pros before you "buy" or "sell".
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The best free thing to do in each state (& DC)
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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. INVESTORS, PLANS & MONEY: Ali & the potentially greatest battle of his life
Old Colony Memorial, June 27, 2016 Bank robbery by another nameThe Gist, June-July, 2016 INVESTORS, PLANS & MONEY: Escheatment, pretty much what it sounds like?
Old Colony Memorial, May 29, 2016
INVESTORS, PLANS & MONEY: Which plan suits you?
The Journal of Financial Planning, May, 2016
INVESTORS, PLANS & MONEY: Which plan suits you?
Old Colony Memorial, April 26, 2016 INVESTORS, PLANS & MONEY: Knee-jerk reaction no way to invest
Old Colony Memorial, March 27, 2016
FINANCIAL PLANNING ASSOCIATION OF MASS: Bill Harris announced as president-elect for 2016
Kingston Reporter, March 16, 2016
View...
Bill Harris quoted in: Market yogis: financial planners take up yoga
Reuters, March 8, 2016
View...
And, from our blog...
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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 are Fee-Only.
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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