AUGUST 2020 |  ISSUE 200
Welcome Friend!

🎊 It's hard to believe this is our 200th newsletter! Thank you all our readers! We hope you enjoy this edition. 🎉

This pandemic time has given us all time to reflect on what is most important in our lives. We have a tool designed to help you leverage your Return on Life

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. Take your's today here 
(this will take you to a Return on Life landing page)

This summer we've put a lot of time and energy into creating new Cornerstone Quick Clips for you on our YouTube channel and we invite you to subscribe to the channel. There are dozens of vides there and we've kept this a secret for too long. Enjoy. 

As summer wraps up, where do you need to put some attention in your financial life? Can we help you plan? If so, reach out. 

Oh, before we go...last chance to reverse RMDs for retirees expires on August 31, so act now!


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

Time to share. Create a Buzz.

Summer is a great time to lost in a book and discover a new podcast. We share our 2020 team summer reads and podcast list. Respond and let us know what's on your list. 

Retirees greatest health concern is Covid 19
It is Alzheimers and digital access fluency.  
Read on...
5 time management tips
These tips will make you more money.
Read on...
Is there really a coin shortage? 
Maybe it's a disruption and we helped by rolling our coins.
Read on...
Presidential election & your investment strategy
Psst...stick to the long view.
Read on...

From Bill's Corner


Did you know MA does not give you a tax deduction for your IRA?

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: A list of thoughtful summer reads
Old Colony Memorial, July 2020 View…

Don't miss the 8/31 deadline to return Required Minimum Distributions, July 2020 View…

INVESTORS, PLANS AND MONEY: Finding certainty in uncertain times
Old Colony Memorial, June 2020 View…

INVESTORS, PLANS AND MONEY: The corona experience: time for a financial reinvention?

Old Colony Memorial, May 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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