Blog

Philanthropic Planning: Maximizing the impact of your charitable giving in 2024

When charitable giving becomes part of a well-thought-out plan, it might be called 'philanthropic planning' or 'strategic philanthropy.' By leveraging these strategies before year-end, you can potentially reduce your 2024 tax liability while supporting the causes you care about.

WH Cornerstone Investments Co-Founder, Bill Harris, Earns CEPA® Designation

WH Cornerstone Investments Co-Founder, Bill Harris, Earns CEPA Designation

The Importance of Comprehensive Financial Planning for High-Net-Worth Individuals

The crucial importance of comprehensive financial planning for high-net-worth individuals (HNWIs) can't be overestimated. Add the economic uncertainty and geopolitical instability in the U.S. and abroad, and you could face a rapidly evolving financial landscape. Existing financial plans virtually demand to be revisited.

When to Take Social Security and Why

Not thinking through the Social Security decision carefully – and not making the decision as part of your broader retirement plan – is to diminish its importance in determining how well and how stress-free you might spend your later years.

WH Cornerstone Welcomes Associate Financial Planner: Nolan Melo

We are thrilled to introduce Nolan: our new Financial Planner at WH Cornerstone Investments!

Understanding the Tax Implications of Inherited Assets

Whether you are building and protecting your wealth from scratch or had a head start from an inheritance, one of your top goals is to pass it smoothly and efficiently to your loved ones or chosen beneficiaries.

How to Transfer Assets After Death

When a loved one passes away, one of the more challenging tasks can be managing the transfer of assets. Knowing what to expect and understanding the process is invaluable, especially when you're likely still grieving the loss.

WH Cornerstone’s 2024 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 Executive Assistant: Alison Donovan

We are thrilled to introduce Alison, our new Executive Assistant and Office Manager at WH Cornerstone Investments! With her extensive background in executive support and client services, Alison is a seasoned professional who brings a wealth of expertise to our team.

Legal Guardianship at 18: Essential Documents Every Parent Should Secure

Once a teen reaches 18, it’s natural to think that many things will change if they go off to college. But things will change even if your teen isn’t leaving the family nest. On that day, they become adults in the eyes of the law.

Monthly Market Snapshot: May at a Glance

W.H. Cornerstone’s At a Glance is your monthly market update.

WH Cornerstone Welcomes Returning Summer Intern: Carlos Neto

WH Cornerstone is excited to welcome back intern Carlos Roberto Dias Neto, who is joining us for a second summer!