OCTOBER 2020 |  ISSUE 201
Welcome Friend!

Life is precious. We are not guaranteed our tomorrows. Personally, we've been reminded of this recently. If life threw you a curve ball, would you be prepared? We hope so but, sadly, too many people are not ready. Don't let that be you.

It is in those moments of shock when you will be thankful you took the time, while your life was steady, to prepare for life’s surprises.

Being prepared in life is not admitting that something bad or fatal is going to happen. It’s just something we should be all the time: prepared.

We developed this workbook for you to use to help you organize your financial and personal life, since they are so intertwined.

On a different note, humans are not very good about predicting the future and including how we think the presidential election will affect the stock market. We address this issue in Markets and Elections

Friend, what do you need to take care of before year end so that your financial future is protected? If we can help, reach out. 


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

p.p.s  We post timely information on social media. Follow us today: Facebook  Twitter  LinkedIn  YouTube

Have you checked out our dozens of
Cornerstone Quick Clips on our YouTube channel and we invite you to subscribe to the channel.

Time to share. Create a Buzz.

Have you been reflecting on your life and what's most important to you recently?

We have a tool designed to help you leverage your Return on Life
(ROL). The ROL Index asks you to assess whether or not you are making progress in 10 aspects of your life. It will help you identify areas where you can use your money more effectively to enhance your life. And, importantly, celebrate the areas where you've made progress. Discover your ROL today


What to do when a loved one dies
Practical steps to take in the very early days. 
Read on...
10 Social Security myths
These myths refuse to go away.
Read on...
Covid scams from A-Z
26 ways fraudsters are fooling people during the pandemic.
Read on...
10 tips to be a successful remote worker
Psst...get out of your pjs is one.
Read on...

From Bill's Corner


Important documents to have in case of a hospitalization

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: How to take money out of your IRA or 401(k)
Old Colony Memorial, August 2020 View…

How the SECURE Act affects Qualified Charitable Deductions?, August 2020 View…

INVESTORS, PLANS AND MONEY: A list of thoughtful summer reads
Old Colony Memorial, July 2020 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 four 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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