May 2021  |  ISSUE 208
WH Cornerstone Investments

A Message From Your WH Cornerstone Team

Hello Friend,

Taxes have been on many people's minds lately, not only because it's still tax season, but because President Biden has proposed a bunch of changes. Read our thoughts on the subject.

We are pleased to report that our Interactive Post-Pandemic Travel Webinar featuring Darren Humphreys from Travel Sommelier was very successful and insightful. Thank you to those of you who attended. Your thought-provoking questions and comments contributed greatly to the webinar's success. If you were unable to attend, we invite you to watch the recording here. Passcode: 0$gbjQ+P

If you have any feedback or questions regarding the webinar, or if you have a request for a future webinar topic, please get in touch - we'd love to hear from you! 



P.S. We are very proud of our intern, Joe NeJame, who recently gave a TEDx talk. You can watch it here.

Our Latest Insights

Stay informed with our latest selection of original blogs, written with you in mind.
Widow with her son
4 Ways to Show Widows Love on Holidays

For widows, holidays such as Mother's Day may serve as challenging reminders of what they have lost. In honor of the recent holiday, we put together a blog post about how the family and friends of widows can show their love and support on holidays like Mother's Day.
Two women consoling a widow.
Loneliness of Me: Finding Community in a Sea of Women

The death of a partner will likely be one of the most difficult and trying experiences of your life. One day you have a lover, a confidant, a best friend...and the next, all of these important roles in your life have been left vacant. In our blog, we explore helpful resources for finding a community in a sea of women.
Bill's Corner
Each month, Bill contributes to Retirement Daily, a column of TheStreet, as a guest writer. Keep up to date with the latest topics he covers.
Bill Harris headshot
Inheriting Your Spouse's IRA - The Widow's Guide to Keeping More of Her Assets

In his third interview with Robert Powell of TheStreet, Bill Harris discusses chapter 3 of his book, Inheriting Your Spouse's IRA - The Widow's Guide to Keeping More of Her Assets, and describes the importance of keeping your beneficiary designations up-to-date. Watch his third interview with Robert Powell.

WH Cornerstone in the News  |  What We're Reading

We're tapped by the media to write for and contribute to a variety of publications. Here are our latest contributions, along with some recent articles that have caught our eye.

Investors, Plans & Money: The Changing Face of Investing
In this guest article for Wicked Local, Bill Harris discusses how the investment world is changing. Read more.

Post-death Distributions of IRAs to Heirs Don't Work the Way You Thought
Bill Harris talks with Robert Powell of TheStreet about the recently released IRS Publication 590-B, which explains how the SECURE Act rules would work for post-death distributions to IRA beneficiaries. Watch more.

The Importance of Checking Beneficiaries for Spousal Inheritance of Retirement Assets
In Bill Harris' guest article for TheStreet, he explains that without a proper IRA beneficiary designation, surviving spouses may face significant tax bills. Read more.

The Be Ruthless Show podcast featuring Paula Harris
Samantha Ruth and Paula Harris discuss widowhood, their personal experiences overcoming challenges, and Paula's book, Life Lessons in Success. Listen to more.
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