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Media Mentions Archive

Trusted by the media for up-to-the minute advice from The Boston Globe to local workshops, WH Cornerstone Investments is the go-to source for financial and economic alerts.
Looking for a locally and nationally recognized financial expert? Our four decades of experience in helping a broad range of clients to understand the financial implications of life decisions means we’re available to the media for specific questions on a variety of financial matters and for local speaking events. Please contact Paula Harris at 888.797.9009.
In The Media
2022
- Investors, Plans & Money: IRA and 401(k) beneficiaries: Life under the new RMD regulations, Wicked Local, August 2022
- Investors, Plans & Money: Summer: The perfect excuse to feed our minds, Wicked Local, June 2022
- Investors, Plans & Money: Financially navigating the sandwich generation, Wicked Local, May 2022
- Investors, Plans, and Money: A retirement income map for single women, Wicked Local, April 2022
- A financial shock could wreck retirees' or pre-retirees' finances: Here's how to be ready, USA Today, March 2022
- How your financial adviser can help you process grief after the loss of a loved one, MarketWatch, March 2022
- Investors, Plans, and Money: Underestimated retirement risks, Wicked Local, March 2022
- You´ll Never Need Long-Term Care, Right? Nope. How to Protect Yourself, Forbes, February 2022
- Investors, Plans, and Money: The magnificent gift of financial literacy, Wicked Local, January 2022
2021
- Investors, Plans, and Money: Ten financial moves to prepare you for year end, Wicked Local, December 2021
- Your Spouse Dies: How Do You Handle Changed Taxes On The IRA?, Forbes, October 2021
- Investors, Plans, and Money: It'll never happen to me — not, Wicked Local, October 2021
- Schwab Requires All RIA Client to Get Expansive $1 Million E&O Policy, Financial Advisor Magazine, October, 2021
- Investors, Plans, and Money: What it means for the economy and your portfolio, Old Colony Memorial, September, 2021
- 7 Secrets Financial Advisors Know but Probably Won’t Tell You, GoBankingRates, September, 2021
- Beyond IRAs: The Widow’s Penalty, IRA vs 401K, June, 2021
- Investors, Plans, and Money: 2021 the year for giving generously, Old Colony Memorial, June, 2021
- Investors, Plans, and Money: This summer's journey through reading, Old Colony Memorial, June, 2021
- Investors, Plans, and Money: Estate tax changes - prepare for the worst, hope for the best, Old Colony Memorial, June, 2021
- We are sponsoring the 20th Annual Friends of Duxbury COA Golf Classic, View the brochure to learn more
- INVESTORS, PLANS, AND MONEY: The changing face of investing, Old Colony Memorial, April, 2021
- INVESTORS, PLANS, AND MONEY: Lessons Larry King teaches us, Old Colony Memorial, March, 2021
- INVESTORS, PLANS, AND MONEY: 1099s in the age of coronavirus, Old Colony Memorial, February, 2021
- INVESTORS, PLANS AND MONEY: The Covid-19 Relief Bill: unpacking its 5,593 pages, Old Colony Memorial, January, 2021
2020
- INVESTORS, PLANS AND MONEY: Rethinking long-term care insurance, Old Colony Memorial, December, 2020
- INVESTORS, PLANS AND MONEY: It's open enrollment period: Where are your benefits?, Old Colony Memorial, November, 2020
- INVESTORS, PLANS AND MONEY: The unprepared widow: Five shocking truths, Old Colony Memorial, October, 2020
- INVESTORS, PLANS AND MONEY: The Dow and You, Old Colony Memorial, October, 2020
- INVESTORS, PLANS AND MONEY: How to take money out of your IRA or 401(k), Old Colony Memorial, August 2020
- INVESTORS, PLANS AND MONEY: A list of thoughtful summer reads, Old Colony Memorial, July 2020
- INVESTORS, PLANS AND MONEY: Finding certainty in uncertain times, Old Colony Memorial, June 2020
- INVESTORS, PLANS AND MONEY: The Corona experience: time for a financial reinvention?, Old Colony Memorial, May 2020
- INVESTORS, PLANS AND MONEY: Let's be careful out there, Old Colony Memorial, April 2020
- INVESTORS, PLANS AND MONEY: 2nd chances: IRS extends IRA contribution deadlines, Old Colony Memorial, April 2020
- INVESTORS, PLANS AND MONEY: Let's be careful out there, Old Colony Memorial, March 2020
- Bill Harris & WH Cornerstone Investments featured: Financial Advisors must find their 'niche' to survive over the next 5 to 10 years, CNBC, February 2020
- INVESTORS, PLANS AND MONEY: The ultimate gift to loved ones, Old Colony Memorial, February 2020
- INVESTORS, PLANS AND MONEY: The new SECURE Act: Does it affect you?, Old Colony Memorial, January 2020
- INVESTORS, PLANS AND MONEY: The new tax law and you, Old Colony Memorial, January 2018
- Bill Harris quoted in: How to trade stocks for beginners, Magnify Money by Lending Tree, January 2020
2019
- The Financial Coach: the Future Financial Adviser?, Journal of Financial Planning, December 2019
- INVESTORS, PLANS AND MONEY: Year-end reviews: a chance to celebrate, Old Colony Memorial, December 2019
- INVESTORS, PLANS AND MONEY: AI: Remember, you control your money, Old Colony Memorial, November 2019
- INVESTORS, PLANS AND MONEY: Financial Planning Tools, Old Colony Memorial, October 2019
- INVESTORS, PLANS AND MONEY: Making a difference with ESG investing, Old Colony Memorial, September 2019
- INVESTORS, PLANS AND MONEY: The widow's penalty, Old Colony Memorial, August 2019
- INVESTORS, PLANS AND MONEY: Playing 'catch-up' the safe way, Old Colony Memorial, May 2019
- Bill Harris quoted in: 8 Financial Products Most People Should Avoid, Wallet Hacks, March 11, 2019
- INVESTORS, PLANS AND MONEY: Tax planning and the mystery of the disappearing tax refund, Old Colony Memorial, March 2019
- The toughest talk, Old Colony Memorial, February 26, 2019
- Are you young and in a low tax bracket? Here are 3 reasons you should get a Roth IRA, USA Today, February 27, 2019
2018
- Why you need to have purpose in your daily life even when you retire, USA Today, December 26, 2018
- Paula Harris quoted in: Advisors in small towns forge strong bonds to build their practice, Investor's Business Daily, October 2018
- INVESTORS, PLANS AND MONEY: Beware big brother, Old Colony Memorial, September 2018
- FPA MA elects Harris board chairman, Old Colony Memorial, August 2018
- WH Cornerstone Investments Inc. to host women's retreat, Old Colony Memorial, August 2018
- INVESTORS, PLANS AND MONEY: Fall should be planning season, Old Colony Memorial, August 2018
- Bill Harris quoted in: Marketing failures and fixes, Journal of Financial Planning, July 2018
- INVESTORS, PLANS AND MONEY: What would Plato think?, Old Colony Memorial, July 2018
- INVESTORS, PLANS AND MONEY: Stick to the plan, Old Colony Memorial, June 2018
- INVESTORS, PLANS AND MONEY: Books to make your summer, Old Colony Memorial, June 2018
- Bill Harris quoted in: Financial advisors' best tips for taking the CFP exam, Financial Planning Magazine, May 2018
- INVESTORS, PLANS AND MONEY: Plan your advisors turnover, Old Colony Memorial, April 2018
- Journal on the Round webinar hosted by Bill Harris: Financial Planners Need To Start Asking Clients About Digital Assets, Financial Advisor Magazine, April 26, 2018
- INVESTORS, PLANS AND MONEY: Chess and the art of taxes, Old Colony Memorial, March 2018
- INVESTORS, PLANS AND MONEY: Too good to be true, Old Colony Memorial, February 2018
2017
- INVESTORS, PLANS AND MONEY: Prepare to be ambushed, Old Colony Memorial, December 2017
- INVESTORS, PLANS AND MONEY: Divorce requires planning, Old Colony Memorial, October 2017
- Bill Harris quoted in: How to avoid some of the more common IRA mistakes, USA Today, September 29, 2017
- INVESTORS, PLANS AND MONEY: Blue Zone retirement, Old Colony Memorial, September 2017
- INVESTORS, PLANS AND MONEY: Act early, plan now, Old Colony Memorial, August 2017
- INVESTORS, PLANS AND MONEY: Financial freedom playbook, Old Colony Memorial, August 2017
- How to Create a Client Retreat, Journal of Financial Planning, July 2017
- INVESTORS, PLANS AND MONEY: Great books for book nerds, Old Colony Memorial, June 2017
- Did you designate your spouse as the beneficiary of your retirement accounts?, MarketWatch, June 16, 2017
- Bill Harris quoted in: A target-date fund for retirees who aren’t sure how to invest — and need to take RMDs, MarketWatch, June 14, 2017
- INVESTORS, PLANS AND MONEY: Be prepared for whatever tax changes may come, Old Colony Memorial, May 2017
- INVESTORS, PLANS AND MONEY: Simplify, simplify, simplify, Old Colony Memorial, April 26, 2017
- Preparing clients for widowhood, Journal of Financial Planning, April 2017
- INVESTORS, PLANS AND MONEY: Avoiding "gray divorce", Old Colony Memorial, March 28, 2017
- INVESTORS, PLANS AND MONEY: Beware the bear, Old Colony Memorial, March 2, 2017
- Harris elected president, Old Colony Memorial, February 15, 2017
- INVESTORS, PLANS AND MONEY: Resolution: Create more wealth, Old Colony Memorial, January 25, 2017
2016
- Bill Harris interviewed Live at the Schwab IMPACT Conference, BMO Global Asset Management podcast, November, 2016
- INVESTORS, PLANS AND MONEY: What to expect from Trump, Old Colony Memorial, November 23, 2016
- INVESTORS, PLANS AND MONEY: Planning for the end, Old Colony Memorial, October 31, 2016
- INVESTORS, PLANS AND MONEY: Solar caution flags, Old Colony Memorial, October 2, 2016
- Can’t Pay? File Anyway, Journal of Financial Planning, September 2016
- INVESTORS, PLANS AND MONEY: How about that work, Old Colony Memorial, September 5, 2016
- INVESTORS, PLANS AND MONEY: Off with the TV!, Old Colony Memorial, July 26, 2016
- INVESTORS, PLANS AND MONEY: Escheatment, pretty much what it sounds like, Old Colony Memorial, May 29, 2016
- SEPs and SIMPLE IRAs: Employer Plans or IRAs?, Journal of Financial Planning, May 2016
- INVESTORS, PLANS AND MONEY: Which plan suits you?, Old Colony Memorial, April 26, 2016
- Knee-jerk reaction no-way to invest, The Gist, April-May 2016
- INVESTORS, PLANS AND MONEY: Swinging for the Fences, Old Colony Memorial, March 2, 2016
- Bill Harris quoted in: Market yogis: financial planners take up yoga, Reuters, March 8, 2016
- Make this your best year yet: Ways to maximize your finances for financial and personal growth, Old Colony Memorial, February 9, 2016
- Paula Harris quoted in: BUSINESS PANEL: New year, new opportunities, The Patriot Ledger, January 23/24, 2016
- INVESTORS, PLANS AND MONEY: Don’t ignore 1099s, Old Colony Memorial, January 31, 2016
- Navigate Tax Planning in New Knowledge Circle, Journal of Financial Planning, January 2016
2015
- INVESTORS, PLANS AND MONEY: Strategizing Social Security, Old Colony Memorial, November 25, 2015
- INVESTORS, PLANS AND MONEY: Being mortal, Old Colony Memorial, October 25, 2015
- INVESTORS, PLANS AND MONEY: Take a hike!, Old Colony Memorial, October 4, 2015
- INVESTORS, PLANS AND MONEY: Sweet strains of the HARP, Old Colony Memorial, August 30, 2015
- Paula Harris quoted in: PLYMOUTH AREA CHAMBER OF COMMERCE: Women Mean Business aboard the Pilgrim Belle, Old Colony Memorial, July 31, 2015
- INVESTORS, PLANS AND MONEY: Summer reads can make you fiscally fit, Old Colony Memorial, June 28, 2015
- INVESTORS, PLANS AND MONEY: Choosing a financial services professional, Old Colony Memorial, May 26, 2015
- INVESTORS, PLANS AND MONEY: ‘Step up’ and do the research, Old Colony Memorial, April 29, 2015
- W.H. Cornerstone Investments named Director's Partner for the South Shore Chamber of Commerce, Kingston Reporter, April 10, 2015
- INVESTORS, PLANS AND MONEY: Siege season is here, Old Colony Memorial, March 31, 2015
- Can be broken heart month for many, Courier-Sentinel, March 4, 2015
- INVESTORS, PLANS AND MONEY: Can be broken heart month for many, Old Colony Memorial, February 28, 2015
- BILL HARRIS: Uncle Sam wants a piece of your Super Bowl winnings, Patriot Ledger, January 30, 2015
- INVESTORS, PLANS AND MONEY: Happy 40th birthday, IRA, Old Colony Memorial, January 24, 2015
- Paula Harris quoted in: BUSINESS PANEL: New Year’s resolutions, The Patriot Ledger, January 3/4, 2015
2014
- INVESTORS, PLANS AND MONEY: Taxes and year-end, Old Colony Memorial, December 26, 2014
- INVESTORS, PLANS AND MONEY: Getting financially fit, Old Colony Memorial, December 7, 2014
- INVESTORS, PLANS AND MONEY: Behavioral finance, Old Colony Memorial, October 27, 2014
- INVESTORS, PLANS AND MONEY: Quick, look into QLAC, Old Colony Memorial, August 25, 2014
- INVESTORS, PLANS AND MONEY: Take care with inherited IRA’s, Old Colony Memorial, July 25, 2014
- Paula Harris quoted in: BUSINESS PANEL: Is education meeting our new economy needs, The Patriot Ledger, July 19/20, 2014
- INVESTORS, PLANS AND MONEY: Splitting hairs, Old Colony Memorial, June 29, 2014
- INVESTORS, PLANS AND MONEY: 'File and Suspend', Old Colony Memorial, April 28, 2014
- INVESTORS, PLANS AND MONEY: That time of the year, Old Colony Memorial, March 28, 2014
- Paula Harris quoted in: BUSINESS PANEL: Does political posturing affect global or local business trends?, The Patriot Ledger, March 22/23, 2014
- INVESTORS, PLANS AND MONEY: What's the skinny on MyRA?, Old Colony Memorial, February 28, 2014
- WH Cornerstone Investments moves to Kingston, Kingston Reporter, February 7, 2014
- INVESTORS, PLANS AND MONEY: Know what you are getting into, Old Colony Memorial, January 24, 2014
2013
- INVESTORS, PLANS AND MONEY: New Treasury notes a solid investment, Duxbury Reporter, December 13, 2013
- INVESTORS, PLANS AND MONEY: How is this 'relief' for taxpayers?, Duxbury Reporter, July 10, 2013
- Bill Harris named membership director for the board of directors of the Financial Planning Association of MA, Suffolk Alumni Magazine, Spring/Summer 2013
- INVESTORS, PLANS AND MONEY: The 1-2-3s of 529 plans, Duxbury Reporter, May 24, 2013
- INVESTORS, PLANS AND MONEY: Bitcoin, Duxbury Reporter, May 13, 2013
- Bill Harris quoted in: Your Most Reviewed Online Information, Financial Advisor, April 2013
- Financial Planning Association of MA names William Harris to Board as Membership Director
- INVESTORS, PLANS AND MONEY: Frozen Dead Guy Days, Duxbury Reporter, February 22, 2013
- INVESTORS, PLANS AND MONEY: Resolutions and mantras, Duxbury Reporter, January 4, 2013
2012
- INVESTORS, PLANS AND MONEY: Hold on to your wallets, Duxbury Reporter, November 30, 2012
- INVESTORS, PLANS AND MONEY: Tag sale, Old Colony Memorial, November 14, 2012
- INVESTORS, PLANS AND MONEY: Fed policy shows little faith in fast recovery, Duxbury Reporter, November 2, 2012
- INVESTORS, PLANS AND MONEY: The atomic bomb and financial planning, Duxbury Reporter, October 5, 2012
- INVESTORS, PLANS AND MONEY: The 'MERS' Landing, Duxbury Reporter, August 24, 2012
- INVESTORS, PLANS & MONEY: 401(k) transparency, Duxbury Reporter, March 9, 2012
- INVESTORS, PLANS & MONEY: Yield of Dreams, Duxbury Reporter, June 22, 2012
- INVESTORS, PLANS & MONEY: Avoiding the retirement 10-percent penalty, Duxbury Reporter, March 23, 2012
- INVESTORS, PLANS & MONEY: Create a solid financial 2012, Duxbury Reporter, January 27, 2012
- Budgeting 101, Old Colony Memorial, January 26, 2012
- Duxbury’s Paula Harris named chairman of South Shore Chamber of Commerce Board of Directors, Duxbury Reporter, January 6, 2012
2011
- INVESTORS, PLANS & MONEY: Year-end financial ideas to make your life prudent and prosperous, Duxbury Reporter, December 23, 2011
- INVESTORS, PLANS & MONEY: Know the penalties for early withdrawals, Duxbury Reporter, November 25, 2011
- INVESTORS, PLANS & MONEY: Open-enrollment season for employee benefits, Duxbury Reporter, October 28, 2011
- INVESTORS, PLANS & MONEY: Incentive Trusts--Inheritances with strings attached, Duxbury Reporter, September 23, 2011
- INVESTORS, PLANS & MONEY: Don't give in to the panic of volatile markets, Duxbury Reporter, August 28, 2011
- INVESTORS, PLANS & MONEY: IRAs in divorce, Duxbury Reporter, May 27, 2011
- INVESTORS, PLANS & MONEY: Many ways to give, Duxbury Reporter, April 29, 2011
- INVESTORS, PLANS & MONEY: Estate tax relief, at least for now, Duxbury Reporter, January 28, 2011
2010
- Investors, Plans & Money: A year-end financial checklist, Duxbury Reporters, December 24, 2010
- Investors, Plans & Money: Moiling for Gold, Duxbury Reporters, November 26, 2010
- Investors, Plans & Money: Now is the time for tax planning, Duxbury Reporters, October 28, 2010
- Investors, Plans & Money: Five steps for controlling financial clutter, Duxbury Reporter, September 24, 2010
- WH Cornerstone Investments featured in Small Business Growth Tools | Lessons Learned: What one course should every business school teach?, Boston Business Journal, September 3-9, 2010
- INVESTORS, PLANS AND MONEY: One must be brave on the quest for income, Duxbury Reporter, July 26, 2010
- INVESTORS, PLANS AND MONEY: Take a long look at your short-term gains, Duxbury Reporter, June 25, 2010
- WH Cornerstone Investments featured in Small Business Growth Tools | Lessons Learned: What is the biggest challenge you face in planning company outings?, Boston Business Journal, June 4-10, 2010
- INVESTORS, PLANS AND MONEY: Introducing BABs, Duxbury Reporter, April 23, 2010
- WH Cornerstone Investments featured in Small Business Growth Tools | Lessons Learned | What was your greatest fear when it came to starting your own business?, Boston Business Journal, March 26-April 1, 2010
- INVESTORS, PLANS AND MONEY: The Dodd-Frank Act. Is it real reform?, Duxbury Reporter, August 27, 2010
- INVESTORS, PLANS AND MONEY: Getting your IRA in order, Duxbury Reporter, February 26, 2010
- WH Cornerstone Investments featured in Small Business Growth Tools | Lessons Learned | What’s the most important advice you can give about approaching a venture capitalist?, Boston Business Journal, January 22-29, 2010
2009
- Business of the Month: WH Cornerstone Investments, Duxbury Reporter, December 4, 2009
- Mozzarella Maven: Mama Mia! Mozzarella! Unleash Your Inner Chef | August 2009
- Passions: The Art of Cheese features Paula Harris’ cheesemaking hobby, The Glass Hammer | March 27, 2009
- Paula Harris is featured in: Financial advisers bulk up operations to lure skittish investors, Boston Business Journal | March 13, 2009
