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SEPTEMBER 2019  |  ISSUE 191
Art Biz
Welcome Friend!
 
Fall has arrived and folks are refocusing on "getting stuff done".  We have been getting our calendars filled with client appointments, fall conferences and meetings with key contacts. You?

We are excited to share that our own Paula Harris will be a panelist at the upcoming South Shore Conference for Women on October 11th (conference). Tickets are on sale. We hope to see many of you there. It's sure to be an energizing day.


The last quarter of the year is upon us. What one thing can you accomplish this quarter that will really "move the needle" to accomplishing 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 success! 
 
Cheers,



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

p.p.s.  Last call! 2 spots left for the Rise Up (Re)treat November 8-10 at The Wequassett Resort on Pleasant Bay, Cape Cod. Registration ends 9/30!  Want to save $100? Enter code: RISEUP2019
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The annual South Shore Conference for Women will be a gathering of hundreds of women on October 11 at the Boston Quincy Marriott. It will be a day of inspiration, connecting and motivating of local women. The evening before will be a special VIP cocktail reception as well. We are happy to be participating in and sponsoring this event. For info and tickets. 
 
Dreaming of retiring abroad? 
There may be speed bumps including that Medicare just might not cover you outside the US.
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When kids make money at a summer job, who pays the taxes?
5 questions and answers about kids and money. 
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PSA: Heart attack signs in a woman
Men and women often experience the symptoms of a heart attack differently. Women often chalk it up to being acid reflux, the flu or normal aging. Don't be fooled.
Read on... 
Is your spouse your financial role model?
Ladies, you can delegate financial responsibility but you can't check out! 
Read on...

From Bill's Corner

READ THIS ARTICLE

Escheatment: the power of MA to steal your bank account or 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
Social Security: The Perils of WEP and GPO
TheStreet.com, September 2019 
View…


INVESTORS, PLANS AND MONEY: The Widow's Penalty
Old Colony Memorial, August 2019 View…

INVESTORS, PLANS AND MONEY: Reverse mortgages. Seeing them with different eyes.
Old Colony Memorial, July 2019 View…

INVESTORS, PLANS AND MONEY: Books to brighten your summer
Old Colony Memorial, June 2019 View…

 
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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 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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