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
Being a caregiver: someone we like

Being a caregiver: someone we like

by Bill Harris, CFP, RMA | May 22, 2023 | Financial Planning, Curve Ball Planning, Family

Changes in society have led to changes in the caregiver role. The extended family – where several generations lived near one another – used to provide a built-in caregiving structure. But today, that structure is rare. Far more often, children scatter and raise...
Being a caregiver: someone we love

Being a caregiver: someone we love

by Bill Harris, CFP, RMA | Apr 27, 2023 | Curve Ball Planning, Estate Planning, Family, Financial Planning, Widow

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, a favorite unmarried cousin or a neighborhood...
Qualified Charitable Distribution: good for your taxes and charities

Qualified Charitable Distribution: good for your taxes and charities

by Bill Harris, CFP, RMA | Mar 26, 2023 | Financial Planning, Estate Planning, IRAs, Retirement, Taxes

Americans have several ways they can give to charities, but one, in particular, is growing in popularity among those with income they may not need from their qualified retirement income accounts. It’s called the Qualified Charitable Distribution (QCD), a way to give...
How will you find a new financial planner?

How will you find a new financial planner?

by Bill Harris, CFP, RMA | Mar 5, 2023 | Financial Planning, Investing

No one likes change, but chances are you may be forced to make a change with your financial planner at some point in time. Forty-six percent of financial advisors are over age 55. The Certified Financial Planner Board of Standards Inc., which includes 94,968 CFP®...
Widowed: my grin is thin

Widowed: my grin is thin

by Paula Harris | Feb 13, 2023 | Curve Ball Planning, Financial Planning, Widow

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. My grin is thin. My laughter is skin deep. Just below the surface Is this...
Could you benefit from a personal board of directors?

Could you benefit from a personal board of directors?

by Paula Harris | Feb 7, 2023 | Financial Planning, Retirement

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...
Older 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