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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
- 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
- Bill Harris & WH Cornerstone Investments featured: Financial Advisors must find their 'niche' to survive over the next 5 to 10 years, CNBC, February 2020
- 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
- Bill Harris quoted in: 8 Financial Products Most People Should Avoid, Wallet Hacks, March 11, 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
- Bill Harris quoted in: Marketing failures and fixes, Journal of Financial Planning, July 2018
- Bill Harris quoted in: Financial advisors' best tips for taking the CFP exam, Financial Planning Magazine, May 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
2017
- Bill Harris quoted in: How to avoid some of the more common IRA mistakes, USA Today, September 29, 2017
- How to Create a Client Retreat, Journal of Financial Planning, July 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
- Preparing clients for widowhood, Journal of Financial Planning, April 2017
2016
- Bill Harris interviewed Live at the Schwab IMPACT Conference, BMO Global Asset Management podcast, November, 2016
- Can’t Pay? File Anyway, Journal of Financial Planning, September 2016
- SEPs and SIMPLE IRAs: Employer Plans or IRAs?, Journal of Financial Planning, May 2016
- Bill Harris quoted in: Market yogis: financial planners take up yoga, Reuters, March 8, 2016
- Paula Harris quoted in: BUSINESS PANEL: New year, new opportunities, The Patriot Ledger, January 23/24, 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
- W.H. Cornerstone Investments named Director's Partner for the South Shore Chamber of Commerce, Kingston Reporter, April 10, 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
- Paula Harris quoted in: BUSINESS PANEL: New Year’s resolutions, The Patriot Ledger, January 3/4, 2015
2014
- INVESTORS, PLANS AND MONEY: Getting financially fit, Old Colony Memorial, December 7, 2014
- Paula Harris quoted in: BUSINESS PANEL: Is education meeting our new economy needs, The Patriot Ledger, July 19/20, 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
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: Bitcoin, Duxbury Reporter, April 26, 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
2012 - 2009
- 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
- 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
- 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
- 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
- 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
