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MAY 2019  |  ISSUE 188
Art Biz
Welcome Friend!

Change is in the air! The grass is green, the flowers are blooming and the trees are leafed out. Spring is such an exciting time of year! 
 
Earlier this month, Paula began a training program with author, motivational speaker, entrepreneur Jack Canfield to learn to teach his Success Principles. It was an amazing experience and if you want to learn more, join Paula on June 18 for a half day workshop at the Plymouth Area Chamber of Commerce. Or watch our Facebook page for other trainings or webinars.

Before summer arrives, is there anything in your financial life that you need to address? If we can help, please reach out. 

Cheers,



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

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

Time to share. Create a Buzz.

Summer Stock Theatre
The historic Priscilla Beach Theatre is the oldest barn theater still in operation in America is located in White Horse Beach, MA.  PBT has more than 80 years of history building performers. Be sure to check out their fabulous schedule and buy your tickets before they sell out!

Social Security considerations after divorce

If you're divorced, here are a few considerations to keep in mind regarding your Social Security benefits.

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19 best podcasts for Seniors, Baby Boomers, & the Older Generation


Podcasts can be entertaining and insightful for people of all ages an in case you aren’t familiar with podcasts, here are a few tips to get you started as well.
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Your retirement vs. funding your kids

Are you jeopardizing your retirement by continuing to financially help your adult children?

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IRS Form W-4: How many allowances should you claim?

The answer will affect both your paycheck and next year's tax refund, so it's important to get it right.

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You’re a widow. Now what? 

“I knew every stock, and I knew where everything was. But I didn’t know what to do with it all.” Do you? 

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Great grad gifts

36 of the best graduation gifts you can give to hight school & college graduates.

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From Bill's Corner

READ THIS ARTICLE
Ever wonder what our office looks like? Check us out here!

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

INVESTORS, PLANS AND MONEY: Power of attorney
Old Colony Memorial, April 2019 View…

INVESTORS, PLANS AND MONEY: Tax planning and the mystery of the disappearing tax refund
Old Colony Memorial, March 2019 View…

Bill Harris quoted in:
8 financial products most people should avoid 
Wallet Hacks, March 11, 2019 View…



 

 

Ghost of Me Mural
 
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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 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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