Blog

Image for WH Cornerstone Welcomes Executive Assistant: Alison Donovan

Jun 24, 2024

WH Cornerstone Welcomes Executive Assistant: Alison Donovan

We are thrilled to introduce Alison, our new Executive Assistant and Office Manager at WH Cornerstone Investments! With her extensive background in executive support and client services, Alison is a seasoned professional who brings a wealth of expertise to our team.

Image for Legal Guardianship at 18: Essential Documents Every Parent Should Secure

Jun 20, 2024

Legal Guardianship at 18: Essential Documents Every Parent Should Secure

Once a teen reaches 18, it’s natural to think that many things will change if they go off to college. But things will change even if your teen isn’t leaving the family nest. On that day, they become adults in the eyes of the law.

Image for Monthly Market Snapshot: May at a Glance

Jun 10, 2024

Monthly Market Snapshot: May at a Glance

W.H. Cornerstone’s At a Glance is your monthly market update.

Image for WH Cornerstone Welcomes Returning Summer Intern: Carlos Neto

Jun 6, 2024

WH Cornerstone Welcomes Returning Summer Intern: Carlos Neto

WH Cornerstone is excited to welcome back intern Carlos Roberto Dias Neto, who is joining us for a second summer!

Image for WH Cornerstone Welcomes Summer Intern Will van der Veen

Jun 4, 2024

WH Cornerstone Welcomes Summer Intern Will van der Veen

We are thrilled to welcome Will van der Veen to the WH Cornerstone Investments team as our newest summer intern! Will brings an impressive background and wealth of experiences that we are excited to see in action.

Image for Curve Ball Life Planning™: Business succession planning … as a widow

May 20, 2024

Curve Ball Life Planning™: Business succession planning … as a widow

Business succession planning is crucial to financial and retirement planning while the business owner is still alive. It becomes urgent when a widow needs to take over – or help transition – her husband’s business with no formal plan in place.

Image for Monthly Market Snapshot: April at a Glance

May 12, 2024

Monthly Market Snapshot: April at a Glance

W.H. Cornerstone’s At a Glance is your monthly market update.

Image for Curve Ball Life Planning™: Preparing for Business Succession

Apr 30, 2024

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.

Image for 2024 IRA Contribution Limits

Apr 16, 2024

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.

Image for Navigating Presidential Elections: A Guide to Maintaining Portfolio Stability

Mar 28, 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.

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

Feb 28, 2024

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?

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

Feb 6, 2024

[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.

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