Blog

The Importance of Comprehensive Financial Planning for High-Net-Worth Individuals

The crucial importance of comprehensive financial planning for high-net-worth individuals (HNWIs) can't be overestimated. Add the economic uncertainty and geopolitical instability in the U.S. and abroad, and you could face a rapidly evolving financial landscape. Existing financial plans virtually demand to be revisited.

When to Take Social Security and Why

Not thinking through the Social Security decision carefully – and not making the decision as part of your broader retirement plan – is to diminish its importance in determining how well and how stress-free you might spend your later years.

WH Cornerstone Welcomes Associate Financial Planner: Nolan Melo

We are thrilled to introduce Nolan: our new Financial Planner at WH Cornerstone Investments!

Understanding the Tax Implications of Inherited Assets

From IRAs to property, inherited assets come with unique tax rules. Discover how to minimize tax liability and preserve more of your loved one’s legacy.

How to Transfer Assets After Death

When a loved one passes away, one of the more challenging tasks can be managing the transfer of assets. Knowing what to expect and understanding the process is invaluable, especially when you're likely still grieving the loss.

WH Cornerstone’s 2024 Summer Reading List

With summer in full swing, it’s time to start crossing some of those books off of your summer reading list. If you’ve been searching for your next good book, look no further than our selection of summer reading recommendations, compiled by your WH Cornerstone team. Happy reading!

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.

Monthly Market Snapshot: May at a Glance

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

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!

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.

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.

Monthly Market Snapshot: April at a Glance

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