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Donor-advised funds: feeding the soul

Donor-advised funds: feeding the soul

by Paula Harris | Jun 15, 2022 | Financial Planning, Philanthropy

You’re working hard, making good money and yet, rather than feeling like a total success, you’re a bit empty inside. There is a way you can feed your soul – by using your financial resources to establish a personal charitable giving strategy. Donor-advised funds...
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...
Underestimated retirement risks

Underestimated retirement risks

by Bill Harris, CFP, RMA | Mar 22, 2022 | Financial Planning, Retirement

What financial risks are you underestimating in retirement? Like any other phase of life, retirement is not risk-free. While it is seen as our reward for many years of hard work, it still carries exposure to what is happening out in the world. Our concerns tend to...
The magnificent gift of financial literacy

The magnificent gift of financial literacy

by Bill Harris, CFP, RMA | Feb 7, 2022 | Financial Planning

The magnificent gift of financial literacy is always a timely gift to give your loved ones or yourself. Millennials and Gen Xers will be inheriting vast amounts of assets over the next 25 years as the Baby Boom Generation reaches the end of its life cycle....
Ten financial moves to prepare you for year end

Ten financial moves to prepare you for year end

by Bill Harris, CFP, RMA | Dec 28, 2021 | Financial Planning, IRAs, Taxes

The Biden Administration tax package did not pass before Congress went on the holiday break so it’s unlikely to affect your 2021 tax return. However, December 31 is the deadline for most of the steps you can take to lower your tax liabilities. So let’s...
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Duxbury, MA 02331

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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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