WH Cornerstone

Dec 23, 2019

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?

Dec 12, 2019

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.

Dec 12, 2019

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.

Aug 18, 2018

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.

Jul 13, 2018

Books to make your summer

Jun 11, 2018

Stick to the plan in retirement

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

Feb 19, 2018

Dawn Gorman joins WH Cornerstone Investments

A new addition to WH Cornerstone Investments

Jul 24, 2017

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.

Jul 13, 2017

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.