Blog

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.

Multi-Generational Wealth and Building the Foundation

Building and sustaining multi-generational wealth takes more than financial assets—it requires intentional legacy planning, clear family governance, and ongoing financial literacy. In this post, explore proven wealth transfer strategies that help families preserve values, avoid the “shirtsleeves to shirtsleeves” pattern, and create a legacy that lasts. Discover how thoughtful communication and purposeful planning can empower future generations.

Why a Financial Planner Is Your Trusted Partner for Life’s Biggest Milestones

What happens when you've worked tirelessly to build wealth, only to face a sudden health crisis or a family conflict? Navigating life's financial complexities doesn't have to be done alone. What if your financial planner wasn't just a money manager but was also your most valuable thinking partner?

Estate Planning & the Frozen Dead Guy: A Cautionary Tale

As financial planners, our mind always wonders if the deceased had a good estate plan in place (a hazard of the job, we guess). More importantly, are their estate plans being carried out as directed. Was it Bredo Morstøl’s final wish to be packed in ice, shipped to the United States and cryogenically frozen?

Windfall Wealth Management: 6 Steps to Secure Your Financial Future

Responsibly planning for your and your family's future while integrating the possibility of a windfall into your overall financial strategy will allow your current finances and future windfall to work together to offer you long-term stability and peace of mind. Here's how.

Q4 2024 Market Recap: Key Takeaways and Outlook for 2025

As we enter 2025, analysis of the Q4 2024 market offers a mix of strength and uncertainty. The markets showcased resilience, with strong returns but ongoing uncertainties shaping the outlook for 2025.

Repeal of WEP and GPO: Bringing Hope and Financial Relief to Widows

The repeal of the Social Security Windfall Elimination Provision (WEP) and Government Pension Offset (GPO), marking a monumental change for countless Americans who rely on Social Security benefits, particularly widows. Here's how.

Philanthropic Options: Making the most of your charitable giving

For some, philanthropy means good works that help others or society, whether as a one-off gesture or part of legacy building. For others, such generosity provides vital tax breaks. And for many, it means both.

Low Tech Love: The Power of a Handwritten Note

In this TEDx Talk, Low Tech Love: The Power of a Handwritten Note, Paula Harris, Author, Speaker, and Co-founder of WH Cornerstone Investments, explores how we can bring real connection back to communications that have defaulted to digital.

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.