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Curve Ball Retirement Planning for Couples

Curve Ball Retirement Planning for Couples

by Bill Harris, CFP, RMA | Aug 17, 2023 | Curve Ball Planning, Financial Planning, Retirement

Retirement planning for couples is not all that different from planning for individuals – it just takes infinitely more communication. Combining two sets of goals, retirement dreams, financial behaviors and discipline can make for powerful motivation if successful –...
Qualified Charitable Distribution: good for your taxes and charities

Qualified Charitable Distribution: good for your taxes and charities

by Bill Harris, CFP, RMA | Mar 26, 2023 | Financial Planning, Estate Planning, IRAs, Retirement, Taxes

Americans have several ways they can give to charities, but one, in particular, is growing in popularity among those with income they may not need from their qualified retirement income accounts. It’s called the Qualified Charitable Distribution (QCD), a way to give...
Could you benefit from a personal board of directors?

Could you benefit from a personal board of directors?

by Paula Harris | Feb 7, 2023 | Financial Planning, Retirement

A CEO’s network of close advisors, c-suite executives, and stakeholders holds him or her accountable for achieving important goals. Creating your own “board of directors” can help you improve your Return on Life, clarify your goals, hold you...
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...
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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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