Blog

How to Intentionally Design Your Financial Plan For The Next Few Years

Discover how intentional financial planning over the next few years can transform your wealth into a tool for living fully. Learn how to align your assets with your aspirations—whether you're retiring, giving back, or planning for your legacy.

A Different Kind of Valentine’s Day: Come Be with Us

Join WH Cornerstone's Valentine’s Luncheon for widows on Feb 13th in Duxbury—a heartfelt event honoring love, resilience, and sisterhood.

Financial Resilience Planning: How to Prepare for Unexpected Life Changes

Unexpected events—like medical emergencies or market downturns—can upend even the most meticulous financial plans. Learn how to build true financial resilience with WH Cornerstone’s expert guide to emergency funds, insurance, estate planning, and market-proof retirement strategies.

The Hidden Costs of Caring for Aging Parents

Caring for aging parents involves more than love—it can quietly disrupt your finances, health, and future plans. Discover five overlooked costs and how to protect your wealth and well-being.

When Love Blooms Again: Protecting Yourself on International Adventures

Before you board that dream international trip, make sure your medical documents travel as well as you do. Discover how to safeguard your health with five essential steps for global peace of mind.

10 Essential Steps to Help Aging Parents Before a Crisis Hits

When it comes to aging parents, the biggest gift you can give is preparation. Discover 10 proactive steps to protect their well-being, and your peace of mind, before a crisis unfolds.

Family Meetings: Turning Sensitive Conversations into Productive Plans

Discover how family meetings guided by a fiduciary advisor can resolve wealth disputes, protect relationships, and preserve your legacy. Learn strategies for inheritance, succession, and governance.

First Time’s a Charm: Nolan’s Big Catch in Plymouth Harbor

Nolan's first fishing trip with WH Cornerstone turned into the biggest catch of the day—and a meaningful family meal. A story of teamwork, joy, and connection.

Don’t Let the 5 D’s Derail Your Business: Exit Planning That Works

Learn how the "5 D's"—Divorce, Disagreement, Disability, Distress, and Death—can threaten your business, and how strategic exit planning protects your legacy and ensures business continuity. Discover actionable steps from a CEPA®-certified advisor.

WH Cornerstone’s 2025 Summer Reading List

With summer in full swing, it’s time to start crossing some of those books off of your summer reading list. If you’ve been searching for your next good book, look no further than our selection of summer reading recommendations, compiled by your WH Cornerstone team. Happy reading!

WH Cornerstone Welcomes Financial Planner Cody Wright

We are thrilled to introduce Cody, our new Financial Planner at WH Cornerstone Investments! With a deep sense of purpose and a lifelong curiosity, Cody helps clients build plans that work toward achieving what he believes are the four types of wealth: financial, social, time, and physical.

The Hidden Challenges of Business Owner Retirement

Retirement isn’t just a financial event—it’s a personal transformation. In this blog post, we explore the often-overlooked psychological challenges business owners face after stepping away from their companies. From identity shifts to redefining purpose and navigating changing relationships, discover how to prepare emotionally and mentally for life beyond business—and why thoughtful planning makes all the difference.