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Financially navigating the sandwich generation

Financially navigating the sandwich generation

by Bill Harris, CFP, RMA | Jun 2, 2022 | Divorce, Family, Financial Planning, Widow

The “Sandwich Generation” has nothing to do with when you were born. It simply means that you’re providing support to two generations: your aging parents and your children. Here we’re looking specifically at the financial implications of providing such support. Before...
A retirement income map for single women

A retirement income map for single women

by Bill Harris, CFP, RMA | May 11, 2022 | Divorce, Financial Planning, Retirement, Widow

Whether you’ve been single all your life or became single again after a divorce or widowhood, you will likely be making most (if not all) of your retirement planning decisions on your own. It will be up to you to secure your retirement years financially. You’ll need a...
Lessons Larry King teaches us

Lessons Larry King teaches us

by Bill Harris, CFP, RMA | Mar 31, 2021 | Divorce, Estate Planning, Financial Planning, Widow

Larry King lived a colorful life. He was married eight times to seven women. He and his most recent wife, Shawn, married in 1997 and had two sons. In 2015, the couple drew up a complete estate plan. In 2019, Larry filed for divorce, but the divorce was not final when...
How to avoid mistakes when dividing retirement assets during a divorce

How to avoid mistakes when dividing retirement assets during a divorce

by Bill Harris, CFP, RMA | Dec 3, 2020 | Divorce, Curve Ball Planning, Retirement, Taxes

While wedding vows may say “until death do us part” it doesn’t always turn out that way, with the statistics for divorce in the United States sitting between 40%-50%. Nobody plans for divorce, but the reality of this statistic means it could happen. If you are...
Rise Up | A Woman’s Retreat to Re (charge)

Rise Up | A Woman’s Retreat to Re (charge)

by TeamWHC | Aug 16, 2019 | Curve Ball Planning, Divorce, Rise Up Community, Widow

When Paula Harris first came up with the concept for an intimate retreat for women who were in going through a transitional period in their live, she knew she wanted to create an experience which could grow into a community of on-going support, but she never thought...
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W.H. Cornerstone Investments Inc. (“WH Cornerstone”) is registered as an Investment Adviser with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by WH Cornerstone in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of WH Cornerstone, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties' informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

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