by Paula Harris | Nov 20, 2018 | Registered Investment Advisor, WH Cornerstone Blog
“When you make being grateful a true habit, you’ll feel true joy and contentment—no matter what you have or don’t have in your life.” –Jack Canfield Grateful for you. Sharing our appreciation and offering a Thanksgiving challenge. We make it a...
by Paula Harris | Jul 13, 2018 | Financial Planning, Investing, Registered Investment Advisor, WH Cornerstone Blog
When it comes to making a change with your financial advisor, chances are you may be forced to make a change at some point in time. Forty-three percent of financial advisors are over age 55. The Certified Financial Planner Board of Standards Inc., which...
by Paula Harris | Jan 4, 2018 | Estate Planning, Financial Planning, Registered Investment Advisor, WH Cornerstone Blog
Massachusetts has an unexpected estate tax that’s catching lots of unsuspecting families. And you might be one of them. The Massachusetts calculation to determine the tax is dramatically different than most states and the federal government’s method. Furthermore, it...
by Paula Harris | Jun 26, 2016 | Curve Ball Planning, Financial Planning, Investing, Registered Investment Advisor, WH Cornerstone Blog
Fasten your seat belts! That was going to be our advice as we approached summer and the Independence Day holiday weekend, however, keep them fastened for the entire summer. The markets are likely to continue to be volatile. Global financial markets are still digesting...
by Paula Harris | Apr 6, 2016 | Financial Planning, Registered Investment Advisor, WH Cornerstone Blog
We are excited about the Department of Labor Fiduciary ruling! The U.S. Department of Labor (DOL) is about to reveal the most significant change in the retirement and IRA marketplace – a controversial new rule intended to raise investment advice standards on...
by Paula Harris | Mar 28, 2016 | Curve Ball Planning, Financial Planning, Investing, Registered Investment Advisor, WH Cornerstone Blog, Widow
Recently, I returned from a trip from Washington D.C. Peter Forman, president and CEO of the South Shore Chamber, arranged a trip of local business owners and leaders to visit our congressional delegation to discuss the business climate and hurdles the business...