Click the button below to learn more about Bill’s book, Inheriting Your Spouse’s IRA.
As WH Cornerstone’s co-founder, Paula Harris is part financial advisor and part dream architect who takes great pride in helping her clients, particularly mid-life widowed women, obtain financial peace of mind while they get back on their feet, rise up and navigate their path forward.
Bill Harris, CFP®, RMA®
As a Certified Financial Planner™ Practitioner, a Retirement Management Advisor®, an Ed Slott Elite IRA Advisor and past President of the Financial Planning Association (FPA of Massachusetts), Bill’s knowledge and expertise optimizes our client’s financial resources to help them achieve their dreams.
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Return on Life Assessment™
Is your money offering you the best life possible? Using the exclusive Return on Life™ index, you can recalibrate how you’re managing your wealth to give you the ultimate return. See where you stand.
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