JULY 2020 |  ISSUE 199
Welcome Friend!

Summer can offer such a sense of freedom and exploration as the days are longer and we step off the treadmill of life. We ease in to the carefree days of our childhood and just "being". Despite the strangeness of our current world, we hope you are finding ways to relive your childhood—eat ice cream before dinner, go to a drive-in movie, go for after dinner walk or be barefoot. Savor these summer moments.  
Summer is also the mid-point of the year and a great time to take a pulse of where you are with your financial goals. Many people find themselves with larger bank accounts because they are spending less and others are feeling the squeeze of furloughs and layoffs. Where ever you are vs. your goals--are you make the most of your situation? Check in and see. If we can be of assistance, please reach out. Happy summer.


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

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

Time to share. Create a Buzz.

Recently Marcia Mantell joined us for an excellent one hour webinar about Social Security Secrets and what you need to know. This is a webinar you need to watch if you are in your 40s to your 60s so you are prepared and have time to make any changes. Have you registered to for your my Social Security from the Social Security Adminstration? If not sign up now

 >>  Watch webinar today << 

Congress waived Required Minimum Distributions for 2020
Here's what retirees need to know. 
Read on...
Experts' tips for midyear money check up
Smart financial moves in a weird year.
Read on...
How to talk to your kids about the recession
This could be a good time to teach your children about money and how the economy works.
Read on...
Coronavirus travel restrictions by state
See how you can travel about the country during a pandemic.
Read on...

From Bill's Corner


Find out what a first meeting with WH Cornerstone is like.

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

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…

INVESTORS, PLANS AND MONEY: Second chances--IRS extends IRA contribution deadlines
Old Colony Memorial, April 2020 View…

INVESTORS, PLANS AND MONEY: Let's be careful out there
Old Colony Memorial, March 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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