by Paula Harris | Sep 27, 2021 | Financial Planning, Investing, Retirement
According to a Pew Research Center study, women are about twice as likely as men to age alone, with one-in-five women ages 60 and older living in a solo household (20%), compared with one-in-ten men (11%). This means that, regardless of whether a woman has been with a...
by Paula Harris | Jul 28, 2021 | Financial Planning, Investing, Money Mindset
When you think about wealthy people, chances are thoughts of high paying corporate jobs, trust funds, or big-time investments come to mind. But the truth is, building wealth often starts small. By actively working to form positive financial habits, you can learn to...
by Paula Harris | Jun 9, 2021 | Curve Ball Planning, Investing, Social Security, Webinars, Widow
Update: Missed our webinar or just want a second viewing?Watch the full recording below. Widowhood is difficult enough without the added stress of deciphering finances. In honor of National Widows Day, WH Cornerstone will be hosting an hour-long ‘Social Security...
by Bill Harris, CFP, RMA | May 13, 2021 | Investing, Money Mindset
You may remember visiting a stock broker with your parents as a child. The ground-floor office had large glass windows that gave out onto the street. The black lettering on the windows had gold edges that sparkled when the sun hit them. Inside, a nice secretary sat at...
by Bill Harris, CFP, RMA | Oct 21, 2020 | Investing, Financial Planning, Money Mindset
How much do you really know about the Dow? “The Dow today topped the 29,000 mark!” We hear headlines like that again and again. But what do they mean? Investors often refer to “the Dow” and other indexes, when talking about their investments. They’re like someone’s...
by Bill Harris, CFP, RMA | Oct 16, 2020 | Financial Planning, Investing, Money Mindset, Retirement
Qualified charitable distributions (QCDs) are a double-win: They allow individuals to reduce their tax bill and give to qualified charities. If you are someone who has participated in QCDs in the past, you are likely wondering how the recently passed SECURE Act will...
