JULY 2019  |  ISSUE 189
Art Biz
Welcome Friend!
We're expanding.
Welcome to the team, Kevin!
Kevin M. Williams, CFP ® , CPA is no stranger to being part of a team. This Duxbury native coaches as many youth sports teams as his kids will let him, and we know our clients appreciate his motivating presence on their side of the field as well. Please join us in welcoming Kevin!

With over twenty years of broad experience in accounting, financial planning, tax and business planning, Kevin’s able to provide comprehensive counseling to our clients and their families - he is motivated by showing people how to feel empowered by their money. Read more >>

Our annual WHC Summer Reading List is available in case you need some ideas for your beach, boat or hammock time. We are always looking for some inspiration so share what you are reading on our Facebook page

Send Kevin an email,, to welcome him! 


p.s.  In case you missed our last newsletter click here

p.p.s.  5 spots left for the Rise Up (Re)treat November 8-10 at The Wequassett Resort on Pleasant Bay, Cape Cod. Early bird soon!

Time to share. Create a Buzz.

2Sisters Senior Living Advisors
help families find the best supportive living options, making life transitions easier for seniors and their children. With deep industry expertise, we know all the options, from home care to assisted living to memory care. And we don’t just refer you – we get to know you, tour with you, and guide you. Best of all, with a long family history of making a difference in the lives of seniors, we bring a unique empathy and compassion that makes a difficult process as stress-free as possible. Learn more. 

Dreaming of buying a second home?
Here are six important things you need to know! 


Don't fall for these money tricks

Watch out for solicitations from companies that want to charge you for financial tasks you c

Midyear 401(k) checkup: 3 things to do before summer ends
Maximize your gains with these moves before Labor Day.


The seven deadly sins of personal finance 

Also the seven enemies of financial success. 


How to maximize social security with spousal benefits
Understand how Social Security spousal benefits work to make the most of your retirement funds. 


Yes, you can go on a cruise by yourself
Here is what you should know about going it alone on the cruise lines. 


From Bill's Corner


Escheatment: Will Massachusetts seize your bank account or IRA?

For more Cornerstone Quick Clips visit our Youtube channel here.

In the media...on the blog

We're tapped by the media to write for and contribute to a variety of publications. Here are our latest contributions.
Ghost of Me Mural
INVESTORS, PLANS AND MONEY: Reverse mortgages. Seeing them with different eyes
Old Colony Memorial, July 2019 View…

INVESTORS, PLANS AND MONEY: Books to brighten your summer
Old Colony Memorial, June 2019 View…

INVESTORS, PLANS AND MONEY: Playing 'catch-up' the safe way
Old Colony Memorial, May 2019 View…

Old Colony Memorial, April 2019 View…
Ghost of Me Mural
begin it


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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