Estate Planning

The ultimate gift to loved ones
By Bill Harris, CFP on March 9, 2020
Sally stood in the cluttered Boston living room. Everywhere she looked, her eyes rested on another exotic piece of...
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The new SECURE Act: Does it affect you?
By Bill Harris, CFP on January 31, 2020
While no one was watching – right before Christmas – Congress folded an essential piece of legislation into a...
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Year-end reviews give you reasons to celebrate
By Bill Harris, CFP on January 1, 2020
The best way to start and end a year is with clarity. Lisa sat in her favorite chair. Outside...
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The Gift of Preparedness – an interactive workshop hosted by WH Cornerstone
By Paula Harris on December 10, 2019
If life throws you a curve ball, would you be ready? Start the new year with sound financial and...
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The widow’s penalty
By Bill Harris, CFP on September 29, 2019
There are ways to rein in the additional impact of the Widow’s Penalty on the survivor’s finances. For couples,...
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For close to three decades, WH Cornerstone Investments, Inc. has helped build the wealth and secure the financial foundations for clients throughout the United States.

Our years in the industry have shown us many things. One thing we know for sure is life throws many curve balls. It’s why our firm is passionate about empowering people to see their future as greater than their past, especially in times of transition.

The death of a spouse, a divorce or even retirement can feel like insurmountable challenges. WH Cornerstone Investments, Inc. is there with a plan of action and a way to rebuild your financial (and personal) life. It’s truly our higher purpose.

Estate Planning

The ultimate gift to loved ones

The new SECURE Act: Does it affect you?

Year-end reviews give you reasons to celebrate

The Gift of Preparedness – an interactive workshop hosted by WH Cornerstone

The widow’s penalty

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