Schedule a Call
  • Client Login
  • Services
    • Financial Planning
    • Money Management
    • Curve Ball Life Planning™
    • Second Act Retirement™ Coaching
  • About Us
    • Our Process
    • Investment Approach
  • Careers
  • Contact Us
  • More
    • Resources and Guides
    • Blog
    • Press
Schedule a Call
  • Client Login
  • Services
    • Financial Planning
    • Money Management
    • Curve Ball Life Planning™
    • Second Act Retirement™ Coaching
  • About Us
    • Our Process
    • Investment Approach
  • Careers
  • Contact Us
  • More
    • Resources and Guides
    • Blog
    • Press
The Gift of Preparedness – an interactive workshop hosted by WH Cornerstone

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

by Paula Harris | Dec 10, 2019 | Curve Ball Planning, Estate Planning, Financial Planning, Money Mindset, Taxes, Widow

If life throws you a curve ball, would you be ready? Start the new year with sound financial and personal health. This workshop, hosted by Paula, will give you the steps for thinking through leaving your legacy and the resources you need to secure the future. Let this...
The widow’s penalty

The widow’s penalty

by Bill Harris, CFP, RMA | Sep 29, 2019 | Estate Planning, Financial Planning, Investing, Taxes, Widow

There are ways to rein in the additional impact of the Widow’s Penalty on the survivor’s finances. For couples, planning for this now is essential. The phone rang, and Barbara saw her tax accountant’s name pop up. She had worked closely with him after Jim died and he...
Paula Harris presents at NVNA and Hospice 2019 Estate Planning Seminars

Paula Harris presents at NVNA and Hospice 2019 Estate Planning Seminars

by Paula Harris | Apr 23, 2019 | Estate Planning

Paula Harris is participating in… NVNA and Hospice 2019 Estate Planning Seminars You and a guest are invited to: Ask a Professional  Michael T. Baker, Principal, Baker Law Group, P.C. Paula Harris, Co-Founder, WH Cornerstone Investments Michelle Hatch, CPA,...
Power of Attorney

Power of Attorney

by Bill Harris, CFP, RMA | Apr 8, 2019 | Estate Planning, Financial Planning, Investing

Having a will is rarely enough. Life brings us too many unique situations that would not be resolved by a will. Sometimes we need a more robust framework of documents. And one of the all-stars in that framework is a power of attorney. From the time they married,...
The toughest talk

The toughest talk

by Bill Harris, CFP, RMA | Feb 8, 2019 | Estate Planning, Financial Planning, Widow

Everyone loves someone. And when you go, wouldn’t you want to know you left that someone in good hands? Trish sat down on the edge of the bed, on Pete’s side. “Never again” thoughts raced through her mind, all the things they had taken for granted that they’d never...
Get ready for ‘whatever’

Get ready for ‘whatever’

by Bill Harris, CFP, RMA | Jan 30, 2019 | Estate Planning, Financial Planning, Investing, Money Mindset, Retirement

Could ignoring financial resolutions lead to a richer life? The trajectory of our lives is a pretty straight line. Yet any particular day could be the one when everything changes. A new day, a leaf turned – a turn in the straight line. New Year’s is no different....
Older Entries
Newer Entries

Categories

  • Curve Ball Planning
  • Divorce
  • Estate Planning
  • Family
  • Financial Planning
  • Investing
  • IRAs
  • Medicare
  • Money Mindset
  • Philanthropy
  • Retirement
  • Rise Up Community
  • Social Security
  • Taxes
  • Uncategorized
  • Webinars
  • Widow

Recent Posts

  • Being a caregiver: someone we like
  • Market turbulence ahead
  • Being a caregiver: someone we love
  • Qualified Charitable Distribution: good for your taxes and charities
  • How will you find a new financial planner?

Connect

WH Cornerstone Investments Inc.
A Massachusetts Corporation
P.O. Box 207
Duxbury, MA 02331

Office location: by appointment
13 Tremont Street
Kingston, MA

Ph: 888.797.9009 (toll free)
Fax: 781.285.3089

info@whcornerstone.com

  • Follow
  • Follow
  • Follow
  • Follow
  • Follow

Explore

Client Login

About Us

Services

Contact

Blog

Resources

WHC Form Customer Relationship Summary

 

Disclosure

Privacy Policy | Annual Disclosure
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.

© Copyright 2023 WH Cornerstone Investments Inc. All rights reserved.

  • Facebook
  • Twitter
  • Instagram
WH Cornerstone Investments, Inc. | © Copyright 2023 | Privacy Policy + Terms