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Where is mom's money?

In case you ever have to step in temporarily, will you be able to assist your elderly parent with their finances?

Is a Roth IRA conversion right for you

In this video, Bill Harris walks you through how to think about if a Roth conversion is right for you.

The ultimate gift to loved ones

Someone will have to enter our private space and deal with the details of our life after we pass. And the most loving thing we can do is provide all the information and documentation in writing, so all doubt is removed, and let them know where to find the information.

The Financial Coach: the Future Financial Adviser?

Read the full article in the Journal of Financial Planning here: The Financial Coach: the Future Financial Adviser?

Reverse mortgages: Seeing them with different eyes

Reverse mortgages – also known as Home Equity Conversion Mortgages (HECMs) – have had a bad rap for many years.

AI: Remember, you control your money

You may be gliding happily into all the technological innovations that affect how you handle your money. Or you may not. In any case, the move towards financial technology, or FinTech, is happening relentlessly.

Retire to a "Blue Zone"

I wondered if there was something in the water keeping these seniors so youthful and fit. I soon found out there was.

Books to make your summer

Books to make your summer

Stick to the plan in retirement

William Bengen introduced the concept of safe withdrawal rates from retirement portfolios.

Dawn Gorman joins WH Cornerstone Investments

A new addition to WH Cornerstone Investments

Common divorce mistakes for women

We see divorce as the biggest negative impact on finances for a couple. For women, the impact is bigger and mistakes are all too similar. Here are five common mistakes women are making in divorce.

2017 Summer Reads

Here's my annual summer reads for 2017. Awhile back I stumbled across this great blog site called “Wait But Why.” One of the creators of the site is a cheeky philosopher by the name of Tim Urban. In 2015 Tim crafted an essay titled “The Tail End.” Through a series of infographics and charts, the author jolts you into realizing you’re on the planet for a very short time, so make it count. Google “The Tail End.” It takes a minute to read, but you will certainly look at life differently.