• Facebook
  • Twitter
  • Home
  • Schedule a Meeting
  • Client Login
  • Ways to Work with Us
    • Financial Planning
    • Money Management
    • Curve Ball Life Planning™
    • Second Act Retirement™ Coaching
  • Who We Are
  • Contact Us
  • More
    • Press
    • Blog
    • Rise Up Retreats
Schedule a Call
  • Home
  • Schedule a Meeting
  • Client Login
  • Ways to Work with Us
    • Financial Planning
    • Money Management
    • Curve Ball Life Planning™
    • Second Act Retirement™ Coaching
  • Who We Are
  • Contact Us
  • More
    • Press
    • Blog
    • Rise Up Retreats
The new SECURE Act: Does it affect you?

The new SECURE Act: Does it affect you?

by Bill Harris, CFP, RMA | Jan 31, 2020 | Estate Planning, Financial Planning, Investing, Retirement, WH Cornerstone Blog

While no one was watching – right before Christmas – Congress folded an essential piece of legislation into a must-sign funding bill. It was the SECURE Act (or the ‘Setting Every Community Up for Retirement Enhancement’ Act) of 2019. Its employer-related provisions...
Let’s redefine Valentine’s Day

Let’s redefine Valentine’s Day

by Paula Harris | Jan 4, 2020 | WH Cornerstone Blog, Widow, Widowed

Life threw you a curve ball. Now Valentine’s Day is around the corner and as a widow, you may want support. On Sunday, February 16th, join Paula Harris of WH Cornerstone and Rise Up Retreats™ along with author, speaker and coach,  Grace Liang, for a brunch of...
Year-end reviews give you reasons to celebrate

Year-end reviews give you reasons to celebrate

by Bill Harris, CFP, RMA | Jan 1, 2020 | Estate Planning, Financial Planning, Investing, Money Mindset, Taxes, WH Cornerstone Blog

The best way to start and end a year is with clarity. Lisa sat in her favorite chair. Outside the window, winter had spread its mantle of snow over the trees and on the old wooden bird feeder. She was grateful for her hot cup of tea and for the security she had now...

Categories

  • Announcements
  • Career Planning
  • Curve Ball Planning
  • Divorce
  • Employee Benefits
  • Estate Planning
  • Family
  • Financial Planning
  • Health and Wellness
  • Investing
  • IRAs
  • Money Mindset
  • Navigating Holidays
  • Philanthropy
  • Registered Investment Advisor
  • Retirement
  • Rise Up Community
  • Social Security
  • Summer Podcasts
  • Summer Reads
  • Taxes
  • Webinars
  • WH Cornerstone Blog
  • Widow
  • Widowed

Recent Posts

  • Loneliness of Me: finding community in a sea of women
  • Lessons Larry King teaches us
  • Life Lessons in Success
  • 1099s in the age of coronavirus
  • Join the Rise Up community for Valentine’s Day

Archives

  • April 2021
  • March 2021
  • February 2021
  • January 2021
  • December 2020
  • November 2020
  • October 2020
  • September 2020
  • August 2020
  • July 2020
  • June 2020
  • May 2020
  • April 2020
  • March 2020
  • February 2020
  • January 2020
  • December 2019
  • October 2019
  • September 2019
  • August 2019
  • July 2019
  • May 2019
  • April 2019
  • March 2019
  • February 2019
  • January 2019
  • December 2018
  • November 2018
  • August 2018
  • July 2018
  • June 2018
  • March 2018
  • February 2018
  • January 2018
  • November 2017
  • October 2017
  • July 2017
  • January 2017
  • November 2016
  • October 2016
  • August 2016
  • June 2016
  • April 2016
  • March 2016
  • October 2015
  • September 2015
  • August 2015
  • July 2015
  • May 2015
  • April 2015
  • March 2015
  • February 2015
  • January 2015
  • November 2014
  • October 2014
  • September 2014
  • June 2014
  • May 2014
  • April 2014
  • March 2014
  • February 2014
  • January 2014
  • December 2013
  • November 2013
  • October 2013
  • August 2013

Connect

WH Cornerstone Investments Inc.
A Massachusetts Corporation
P.O. Box 207
Duxbury, MA 02331

Office location: by appointment
13 Tremont Street
Kingston, MA

Ph: 888.797.9009 (toll free)
Fax: 781.285.3089

info@whcornerstone.com

  • Follow
  • Follow
  • Follow
  • Follow

Explore

Client Login

About Us

Services

Contact

Blog

Press

Annual Disclosure

WHC Form Customer Relationship Summary

 

Disclosure

Privacy Policy | Annual Disclosure
W.H. Cornerstone Investments Inc. (“WH Cornerstone”) is registered as an Investment Adviser with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by WH Cornerstone in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.All written content on this site is for information purposes only. Opinions expressed herein are solely those of WH Cornerstone, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties' informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

© Copyright 2021 WH Cornerstone Investments Inc. All rights reserved.

  • Facebook
  • Twitter
WH Cornerstone Investments, Inc. | © Copyright 2020 | Privacy Policy + Terms