Blog

Curve Ball Life Planning™: Preparing for Business Succession

Every business owner knows, things don’t always go as planned. In the event of one of life’s curve balls — retirement, illness, or other unexpected events — having a comprehensive business succession plan is critical to address any uncertainties, ensuring that your business continues to operate smoothly.

2024 IRA Contribution Limits

The IRS issued a news release (IR-2023-203) that announced the 2024 cost-of-living adjustments (COLAs) affecting dollar limitations for pension plans and other retirement-related items for tax year 2024.

Navigating Presidential Elections: A Guide to Maintaining Portfolio Stability

How could the upcoming presidential election affect your portfolio stability? Let's examine why you might want to maintain a steady hand.

Curve Ball Life Planning™: A Successful Wealth Transfer to Your Kids

The subject of wealth transfer couldn't be timelier. Do you have a plan in place for your estate?

[Webinar] Cookin' Up Your Retirement Plan in the New Year

Watch WH Cornerstone's webinar, Cookin' Up Your Retirement Plan in the New Year with speakers Paula Harris and Marcia Mantell.

Curve Ball Life Planning™: Taking Over Financial Decision-Making

"Widowhood" doesn't only result from the death of a loved one. Many aspects of it can also come from progressive dementia or a sudden stroke that disrupts the roles each partner can play – from emotional support to making financial decisions. How can you prepare and navigate these curve balls?

5 ways to support a widow on Valentine’s Day

While many holidays prove to be a difficult time for people, romantic holidays such as Valentine’s day are an especially important time to lend a widow your support. Here's how.

Money-mindset: family festivities & financial wellness

How can you foster a healthy money mindset with your family this holiday season? We've found 5 tips to guide you.

Curve Ball Life Planning™: Preparing for Life After You

If you haven't already prepared for one of life's curve balls, we're here to apply everything we've learned to get you prepared financially – quickly and effectively. Our goal is to let you be able to focus on your shared time with the ones you love.

Curve Ball Life Planning™: Sharing Later-Life Wishes with Adult Children

Each family will deal differently with the topic of 'later-life wishes. We're here to help you share those needs and preferences with loved ones. It’s part of what we call Curve Ball Life Planning™.

Curve Ball Life Planning™: How to Prepare for Caregiving

While curve balls can’t all be avoided in life, they can be made more manageable if you’ve taken the time earlier on to prepare for caregiving or long-term care. We call it Curve Ball™ Life Planning.

Curve Ball Life Planning™: building a trusted dream team

Every marriage or emotional partnership will eventually face some of life's various curve balls. How each event is dealt with depends on the unique nature of the relationship between the two people and the degree of formal and informal preparation.