Blog

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.

Image for Embracing Your Feminine Energy as a Widow

Apr 24, 2023

Embracing Your Feminine Energy as a Widow

It is likely you’ve had to draw on a lot of masculine energy just to survive the weeks, months and even years after your spouse’s death. Finding ways for you to get in touch with your feminine side will help you slow down so you can enjoy your life and get connected to who you are now.

Image for Qualified Charitable Distribution: good for your taxes and charities

Mar 26, 2023

Qualified Charitable Distribution: good for your taxes and charities

Qualified Charitable Distribution (QCD), a way to give to qualified charities while lowering your tax bill.

Image for How will you find a new financial planner?

Mar 5, 2023

How will you find a new financial planner?

Good advising comes from years of experience. If a change of planner is forced upon you, don’t settle. Go on the offensive and make sure you have the right planner working for you.

Image for Widowed: my grin is thin

Feb 13, 2023

Widowed: my grin is thin

Every once in a while we like to feature a post by a colleague or friend. George Weir was a dear friend who wrote poetry for much of his life, and especially after his wife Hazel passed away.

Image for Could you benefit from a personal board of directors?

Feb 7, 2023

Could you benefit from a personal board of directors?

A CEO's network of close advisors, c-suite executives, and stakeholders holds him or her accountable for achieving important goals. Creating your own "board of directors" can help you improve your Return on Life, clarify your goals, hold you accountable and reevaluate your relationship to your work. Consider offering seats on your board to these six people.

Image for SECURE 2.0: Twelve Ways It Can Benefit You

Feb 2, 2023

SECURE 2.0: Twelve Ways It Can Benefit You

For more than a year, the Senate and the House of Representatives discussed issues that needed to be addressed as a follow-up to the SECURE Act of 2019 – including many small fixes to make retirement saving easier. Here are some of the more essential features of SECURE 2.0.

Image for Going paperless at any age

Jan 23, 2023

Going paperless at any age

The technology to go paperless has been around for decades, but it's one of the applications that has been the slowest to adopt. But "going paperless" means different things to different age groups. Let's look at them

Image for Fire Up Your New Year Program

Jan 12, 2023

Fire Up Your New Year Program

Are you ready to develop the self-confidence and motivation you need to make positive changes in your life? If so, this webinar will assist you in discovering what’s blocking you from creating the life you deserve.

Image for How the stock market is like a soap opera!

Dec 12, 2022

How the stock market is like a soap opera!

The stock market is just like a soap opera! If you spend time watching it every day, especially throughout the day—it can be a wild ride.

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