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IRA and 401(k) beneficiaries: Life under the new RMD regulations

IRA and 401(k) beneficiaries: Life under the new RMD regulations

by Bill Harris, CFP, RMA | Aug 16, 2022 | Financial Planning, IRAs, Retirement

IRAs and 401(k)s, as well as 403(b)s and 457s, are among the preferred ways to save for retirement. In the past, if you inherited part of a family fortune (regardless of size) through tax-advantaged accounts, you could stretch your spending over your expected...
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...
It’ll never happen to me – not: a look at long-term care options

It’ll never happen to me – not: a look at long-term care options

by Bill Harris, CFP, RMA | Nov 16, 2021 | Retirement, Curve Ball Planning, Financial Planning

If you ever need long term care, will you be ready? For some, long-term care promises to be a rude awakening. Few people think they will ever need any form of long-term care, whether in assisted living or a nursing home. But the actual figure is closer to 70 percent...
On My Own: What single women need to know about planning for their futures

On My Own: What single women need to know about planning for their futures

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...
America’s labor shortage: What it means for the economy and your portfolio

America’s labor shortage: What it means for the economy and your portfolio

by Bill Harris, CFP, RMA | Sep 20, 2021 | Financial Planning, Retirement

It may already feel normal to walk into a store and see the “Help Wanted” sign on the door. Or you may have gone to your favorite restaurant one evening and found it closed, with an apologetic “Sorry, we couldn’t open tonight for lack of staff” note pasted somewhere....
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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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