by Paula Harris | Jun 15, 2022 | Financial Planning, Philanthropy
You’re working hard, making good money and yet, rather than feeling like a total success, you’re a bit empty inside. There is a way you can feed your soul – by using your financial resources to establish a personal charitable giving strategy. Donor-advised funds...
by Paula Harris | May 11, 2022 | Uncategorized
We are pleased to introduce the newest member of the WH Cornerstone Investments team, Graham Voigt, CFP®. Graham is a CERTIFIED FINANCIAL PLANNER. He will focus on expanding our current financial planning capabilities to help our clients achieve their goals and...
by Paula Harris | Mar 21, 2022 | Webinars, Curve Ball Planning, Rise Up Community
We offer our Rise Up community an opportunity to gather in order to learn new tools, share experiences, grow, and heal. Join us for Emerge From Loss Through Connection via Zoom from 6:00 – 7:15 pm EST on Tuesday, April 5, 2022. Are you feeling alone? Are you...
by Paula Harris | Mar 7, 2022 | Widow, Curve Ball Planning, Estate Planning, Family
Lisa walked from room to room of her dad’s house. Books, jackets, fishing poles…it was like he still lived there. Lisa closed her eyes and imagined that when she opened them, she would see her father sitting in his favorite chair watching the History...
by Paula Harris | Feb 22, 2022 | Webinars, Curve Ball Planning
We would like to invite you to our upcoming virtual Gift of Preparedness Conversation Circle via Zoom at 6pm EST on Wednesday, March 23, 2022. If the pandemic has taught us anything, it’s that the unexpected happens. Although we don’t have control over the...