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.
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.
Jun 10, 2024
Monthly Market Snapshot: May at a Glance
W.H. Cornerstone’s At a Glance is your monthly market update.
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!
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.
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.
May 12, 2024
Monthly Market Snapshot: April at a Glance
W.H. Cornerstone’s At a Glance is your monthly market update.
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.
Apr 16, 2024
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.
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.
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?
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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