Blog

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.

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.

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.

Carlos Roberto Dias Neto joins WH Cornerstone Investments

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

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.

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.

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.

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.

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.

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.

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.

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.