Cornerstone Wealth Partners - Paul Ha Owner

12/09/2025

Accepting new clients with a $500,000 account minimum. Message me to start a conversation.

Cornerstone Wealth Partners newest commercial.

10/13/2025

"The decline in the deficit this past year would have been larger were it not for a calendar-related issue. In particular, two years ago (in 2023) October 1st fell on a Sunday and so $72 billion in federal payments (spending) that normally would have been made that day were instead made on Friday September 29, 2023. That shift changed the budget math because September 29 was still in FY 2023. This artificially held down official spending in FY 2024 making the deficit appear smaller than it really was. In addition, due to natural disasters in 2023, some taxpayers were allowed to postpone tax payments. This boosted revenue in FY 2024 by about $70 billion. In other words, the actual reduction in the deficit for FY 2025 was really closer to $150 billion, not $8 billion."

Brian Wesbury
Monday Morning Outlook

07/21/2025

Great kid!

2025 Jackson Lion Young Player of the Year

Congratulations to Joey Kurak for being named the Jackson Lions Young Player of the Season!His outstanding contribution played a crucial role in our Keystone East Conference title victory.

From his freshman year at Rowan University, Joey has established himself as a standout forward, earning respect from teammates and veterans alike.

Praise from the Team:
- Rafa Ponce De Leon: “Joey Kurak is a dog!”
- Jack Krongold: “If we keep getting players like Joey, we'll go far every year.”
- Jules Anderson: “I get so pumped when Joey comes into the game!”
- Assistant Coach Steve Moran: “The semi-final against Motown showcased Joey’s skills, playing fearlessly against former pros. The kid is impressive!”

Joey wrapped up his first season with 2 goals and 3 starts.

Lions Baby 🦁💪🏻

07/14/2025

BTC all time high

As blockchain, cryptocurrency, and other digital assets grow into a major industry, we examine this burgeoning asset class for investors.

07/13/2025

07/12/2025

Today is the day

Match Day

07/10/2025

Proud of our team for an incredible effort last night! Every single player contributed to this victory. The Carls Fencing Man of the Match? All 18 of you! Congratulations, boys! Let’s keep this momentum going and bring it home on Saturday!

Lions Baby ! 🦁 Carl's Fencing, Decking, & Home Improvements

07/09/2025

For over a decade I have been asked this question and it popped up again today. Each and every time it's asked I get equally excited to tackle the task. "Paul, do I need a trust?" I love this question. I love when its asked because it challenges an advisor and client to dig deeply into all aspects of their financial life.

Why is it you want a trust?
Do you need multiple trusts?
Do you know what kinds of trusts are right for you?
Do you want protection from creditors?
Do you want to avoid probate?
Are you planning to protect your assets in the event of illness?
Do you not want your children to have access to all your money at once?
Are you aware of what taxes are due when you pass away?
What state do you reside in that may or may not have a transfer tax?
Are you rich enough to have a federal estate tax transfer issue?
Are you aware the transfer tax law changes often?

Who is your attorney?
An attorney will be needed to draw the documents and the advisor will be the conduit to fund the trusts, are you aware of the difference?
Is your attorney willing to have your advisor sit in on your meeting while you plan?
Is your attorney even skilled in this area?

Will your life insurance be owned by a trust?
Should my home be transferred into a trust?
Will my cost basis change in my stocks if put them into a trust now? Will my children be able to have a step up in cost basis now that I have transferred my stock into a trust?
What is the trade off between the tax characteristics of a trust vs owning my assets outright?
Do I need a CPA to advise me as well?
Can my IRA go into a trust?
Can my annuity go into a trust?
Can my brokerage account go into a trust?
Can my bank accounts go into a trust?
Do I name my beneficiary of my assets as a trust?
What if I get divorced?
What if I have a prenup?

Imagine the skillset needed to answer all of these questions accurately. Then imagine shaping the answers to these questions in a manner that is suitable for each and every situation all while defining the line between CPA, attorney, and financial advisor.

The answers will tell you if you are currently using a financial advisor or a product specialist.

Give us a call @6093016130

06/16/2025

Father’s day is the best!

05/13/2025

Joel Quist man of the match!!! Jackson Lions FC defeat the Philly Union 3-1. Great start to the season!

05/10/2025

Today’s match day is brought to you by Cornerstone Wealth Partners!! ⚽️🦁

We can’t wait to see everyone there tonight at Donovan Catholic.

🕖7pm
🆚 Philly Union DS

🦁FREE ENTRY FOR ALL🦁