Blog

Image for Curve Ball Life Planning™: Preparing for Life After You

Dec 10, 2023

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.

Image for Curve Ball Life Planning™: Sharing Later-Life Wishes with Adult Children

Dec 10, 2023

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™.

Image for Curve Ball Life Planning™: How to Prepare for Caregiving

Nov 8, 2023

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.

Image for Curve Ball Life Planning™: building a trusted dream team

Oct 17, 2023

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.

Image for Sowing the Seeds of Personal Growth From Grief

Sep 1, 2023

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.

Image for Curve Ball Retirement Planning for Couples

Aug 17, 2023

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.

Image for Finding Your Wings in Widowhood

Jul 17, 2023

Finding Your Wings in Widowhood

Life, and widowhood, is a journey of self-discovery, and one of the most interesting aspects is unraveling the layers of our own individuality. Let’s explore how to cultivate a sense of joy, adventure, and freedom as you embark on the path of self-discovery on your own.

Image for Curve Ball Life Planning™: The other conversation

Jul 15, 2023

Curve Ball Life Planning™: The other conversation

The consequences of the unknown can be minimized by having two conversations. The first conversation entails organizing your financial life and tying up all the loose ends left after we're gone.

Image for Summer books to feed the mind

Jun 12, 2023

Summer books to feed the mind

Summer definitely conjures up images of sitting under a beach umbrella or shade tree, with time to read those books we put on our "must-read" lists.

Image for Carlos Roberto Dias Neto joins WH Cornerstone Investments

Jun 1, 2023

Carlos Roberto Dias Neto joins WH Cornerstone Investments

WH Cornerstone is excited to welcome intern Carlos Roberto Dias Neto!

Image for Being a Caregiver: Someone We Like

May 22, 2023

Being a Caregiver: Someone We Like

Being a caregiver to someone you like or love and the emotional, physical, social and financial challenges when life threw a curve ball into their life.

Image for Being a Caregiver: Someone We Love

Apr 27, 2023

Being a Caregiver: Someone We Love

The older we get, the more likely we'll find ourselves in the caregiver role. The life event throwing us the curve ball might be close to home – as a spouse starts needing care – or be linked to aging parents.

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