Blog

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.

Sowing the Seeds of Personal Growth From Grief

The death of a partner or spouse can become a catalyst for introspection, prompting us to live with intention and purpose. Here are some suggestions on how to get started on the journey of growth from grief.

Curve Ball Retirement Planning for Couples

Retirement planning for couples is not all that different from planning for individuals – it just takes infinitely more communication. Let’s look at the steps that planning should take, regardless of whether you’re newlyweds or nearly retired.