by Paula Harris | Oct 29, 2013 | Financial Planning, WH Cornerstone Blog
Retirement accounts and divorces When a divorce occurs, the financial assets of a couple, including their retirement accounts, are often split. If mistakes are made during this process, the stress of a divorce can be compounded when one or both spouses find they are...
by Paula Harris | Oct 16, 2013 | Financial Planning, Investing, WH Cornerstone Blog
We expect continued drama and volatility as the debt ceiling deadline approaches. As we speak, the U.S. Congress continues to negotiate the terms of a compromise that would re-open the federal government and, lift the “debt ceiling”. The debt-ceiling breach is far...
by Paula Harris | Oct 9, 2013 | Financial Planning, WH Cornerstone Blog
We are often asked about naming beneficiaries on an IRA. Should it be a person or a trust? Bill does a lot of studying with Ed Slott–the IRA “guru” in this country. It will probably be a living breathing person vs. a trust. Individuals designated as...
by Paula Harris | Oct 8, 2013 | Financial Planning, Investing, WH Cornerstone Blog
Washington lawmakers? They probably have you concerned about your portfolio. Because of the news cycle, it’s impossible not to see some unpleasant news about the government shutdown and its impact on the markets. However, based on the past, the market impact should...
by Paula Harris | Oct 4, 2013 | WH Cornerstone Blog
If you believe the media, the government shutdown is making financial markets turbulent. Do not believe it. In the trading pits, no one sees a “specialist’s book”. Traders do not put comments on their trades. Bottom line, no one in the media knows for...