Blog

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.

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.