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SECURE 2.0: Twelve Ways It Can Benefit You

SECURE 2.0: Twelve Ways It Can Benefit You

by Bill Harris, CFP, RMA | Feb 2, 2023 | Financial Planning, Social Security, Taxes

For more than a year, the Senate and the House of Representatives discussed issues that needed to be addressed as a follow-up to the SECURE Act of 2019 – including many small fixes to make retirement saving easier. Despite having bipartisan agreement, the bill...
Ten financial moves to prepare you for year end

Ten financial moves to prepare you for year end

by Bill Harris, CFP, RMA | Dec 28, 2021 | Financial Planning, IRAs, Taxes

The Biden Administration tax package did not pass before Congress went on the holiday break so it’s unlikely to affect your 2021 tax return. However, December 31 is the deadline for most of the steps you can take to lower your tax liabilities. So let’s...
Donor-Advised Funds and Biden’s tax plan

Donor-Advised Funds and Biden’s tax plan

by Paula Harris | Nov 23, 2021 | Philanthropy, Taxes

During the holiday season, charitable giving is front and center in many people’s minds. While there are many vehicles for charitable giving, Donor-Advised Funds (DAFs) are perhaps the most simple and cost-effective way to make significant and impactful...
2021: The year for giving generously

2021: The year for giving generously

by Bill Harris, CFP, RMA | Aug 4, 2021 | Financial Planning, Taxes

In times of trouble, the first thing you will hear from many Americans is, “How can I help?” By nature, they’re some of the most generous contributors among developed nations if you measure household giving as a percentage of GDP. The response to the consequences of...
1099s in the age of coronavirus

1099s in the age of coronavirus

by Bill Harris, CFP, RMA | Feb 23, 2021 | Financial Planning, IRAs, Money Mindset, Retirement, Taxes

If it’s the end of January, there must be 1099s in your mailbox. And while they come every year, this year has one more complexity because of Coronavirus-Related Distributions (CRDs). So maybe this is the time to do a deeper dive into 1099s. Form 1099 is nothing other...
Unexpected widows and inheriting IRAs the right way

Unexpected widows and inheriting IRAs the right way

by Bill Harris, CFP, RMA | Jan 14, 2021 | IRAs, Curve Ball Planning, Financial Planning, Money Mindset, Retirement, Taxes

Life is precarious. And life is precious. For years we’ve heard people say, “Here today, gone tomorrow.” No matter what our age, it’s one of those flip phrases that are bandied about without thinking of the implications. But recently, it has taken on new relevance....
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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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