Blog

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.

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.