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Retiring into a pandemic

Retiring into a pandemic

by Paula Harris | Oct 14, 2020 | Curve Ball Planning, Estate Planning, Family, Financial Planning, Widow

Coronavirus has recalibrated retirement planning for older workers. Age, health, and workplace conditions have pushed many seniors to put their well-being ahead of other considerations and retire early. But the pandemic has also added to the normal stress that comes...
Markets and elections

Markets and elections

by Bill Harris, CFP, RMA | Oct 13, 2020 | Investing, Financial Planning, Money mindset

In the coming weeks we will go through a hyper-partisan presidential election. We keep hearing from clients and prospects that “this time is different”. We disagree. No matter who gets elected, superior companies will continue to grow by acting in their shareholders’...
What makes a good life?

What makes a good life?

by Paula Harris | Oct 11, 2020 | Financial Planning, Money mindset, Retirement

You have a steady job that pays the bills and puts your abilities to good use. You have loving relationships with your spouse, your children, extended family, and close friends. Your house provides enough space and security. Your golf league gives you a chance to...
Finding a hobby in retirement

Finding a hobby in retirement

by Paula Harris | Oct 7, 2020 | Financial Planning, Money mindset, Retirement

No one loves everything about their workday. But once you no longer need to worry about earning money, it is possible to love every second of your new retirement schedule. People who are happiest in retirement are intentional about spending their time doing things...
Building your vacation bucket list

Building your vacation bucket list

by Paula Harris | Sep 23, 2020 | Family, Curve Ball Planning, Financial Planning

Coronavirus forced the delay or cancelation of countless dream vacations, epic road trips, and crazy family reunions this year. We are all still trying to figure out how to stay safe and navigate the shifting sands. As we wait patiently for our lives to resume as...
How to take money out of your IRA or 401(k)

How to take money out of your IRA or 401(k)

by Bill Harris, CFP, RMA | Sep 21, 2020 | Curve Ball Planning, Financial Planning, Money mindset, Retirement, Taxes

The last thing Shelly wanted to do was withdraw funds from her IRA.  It was the one account she had prioritized as she moved forward after her divorce. To her, it meant she was serious about taking care of herself so she wouldn’t someday be a burden on her kids. But...
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P.O. Box 207
Duxbury, MA 02331

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13 Tremont Street
Kingston, MA

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Fax: 781.285.3089

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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.

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