APRIL 2019  |  ISSUE 187
Art Biz
Welcome Friend!

Join us in saying thank you and good luck to David Shactman who has been a financial advisor with us the last 1.5 years.

David retired on March 31, in order to enjoy more time with his wife Nancy, travel, and continue to enjoy all that Cape Cod has to offer. David has been a wonderful friend and colleague to us. We will miss his wise counsel and very witty sense of humor. Now we will be able to enjoy his company more on a social basis. 

We are excited to welcome many of David's relationships who have become clients of WH Cornerstone. Thank you for your trust!

Want to learn more about estate planning? Then you are invited to learn and share a meal at one of these presentations in May where Paula will be speaking: 

May 14: NVNA and Hospice Estate Planning lunch at Allerton House in Weymouth
May 22: NVNA and Hospice Estate Planning dinner Allerton House in Hingham

It's spring! As you get your gardens in order, be sure your "financial house" is in order this spring too. If you need a "financial gardener", we are here to help.


p.s.  In case you missed our last newsletter click here
p.p.s. Meet our intern, Griffin Brayer.

Time to share. Create a Buzz.

New registration opens on May 1!
Our 2019 Rise Up Retreat is coming November 8-10, 2019! Only 20 spots. Sign up to get updates. 

Don't let frugality ruin your retirement

Here are some ways to get over any psychological hurdles you may have to spending more of what you have.


Should more older Americans home share

A growing cohort of older Americans are deciding to home share or find a roommate for many reasons. 

Your old 401(k)s could be costing you thousands

Here's when and how to consolidate. 


How to right size next year's tax return

Adjust your W-4 form to avoid an unpleasant surprise when you file your 2019 return.


How to prepare financially for being a widow/widower

The greatest risk a married couple will face in retirement is becoming a widow or widower. 


Traveling to parts of Europe soon?

Beginning in 2021, Americans will be required to be pre-screened to get European Union (EU) authorization before traveling to some countries there.


From Bill's Corner

Understanding the Massachusetts income tax rules and your 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: Tax planning and the mystery of the disappearing tax refund
8 financial products most people should avoid 
Old Colony Memorial, March 2019 View…

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

Bill Harris quoted in:
Are you young and in a low tax bracket? Here are 3 reasons you should get a Roth IRA
USA Today, February 27, 2019 View…

Old Colony Memorial, February 2019 View…



Ghost of Me Mural
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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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