NOVEMBER 2019  |  ISSUE 192
Art Biz
Welcome Friend!
Happy Thanksgiving!

Last month we spoke at the South Shore Conference for Women and it was a great day. On December 17 we will be speaking at the Duxbury Council on Aging on "The Gift of Preparedness". 

Recently, Paula became a Jack Canfield Methodology Certified Trainer and Canfield Certified Success Trainer. She'll be using this work to help our clients with their mindset and habits to coach them to their financial success. Also, she will be offering seminars, workshops and retreats.

As the year is winding down. What one thing can you accomplish this last month that will really "move the needle" to help you accomplish your goals? Write it down and take one action to achieve it. If we can be of service, please reach out and let us know. We love fostering your success! 

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

Time to share. Create a Buzz.

Celebrate the season of gratitude. Each day we serve with a grateful heart because of you. It's our privilege and truly our greater calling to provide the guidance and protect your wealth and dreams.

After almost three decades of business we still pinch ourselves when we reflect on the year we've had, the lives we've touched and the incredible experiences we've shared with you. 

We thank you for being a champion in what we believe in and joining us on this journey. May the good things in life be with you through out the year. 
Retirement vs. encore career
More retirees are deciding they want to keep working or pursue passions rather than retiring. 
Read on...
Finances & your adult children
How to wean your adult children off the bank of Mom & Dad. 
Read on...
Tipping in the new economy
From Uber drivers to Airbnb hosts, there are more tricky tipping situations than ever. Here's what the etiquette experts say.
Read on... 
Best credits in every category
Shop around. There are some pretty sweet rewards deals out there.
Read on...

From Bill's Corner


Are you retiring from something or to something? It matters.

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: Financial Planning Tools
Old Colony Memorial, October 2019 View…

INVESTORS, PLANS AND MONEY: Making a difference with ESG investing
Old Colony Memorial, September 2019 View…

Social Security: The Perils of WEP and GPO, September 2019 

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 almost three 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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