June 2021  |  ISSUE 209
WH Cornerstone Investments

A Message From Your WH Cornerstone Team

Hello Friend,

Summer is almost here. Have you planned out your summer "to-dos" yet? It's likely you'll be spending more than you did last year. We included an article below to help you think about your post-pandemic spending. 

In honor of International Widows Day, WH Cornerstone is pleased to welcome back Social Security maven Marcia Mantell, RMA® for an hour-long Zoom webinar on June 22 at 6pm EST. This 'Social Security for Widows' webinar will empower you to make informed decisions to get the most you can from Social Security. Marcia will take us through a variety of situations that are unique to widows, and will lay out important steps to take before claiming your survivor benefit or your own benefit.

As a special gift for joining, attendees will receive a free copy of Marcia’s latest book, What’s the Deal with Social Security for Women. We hope to see you there! Register today.



P.S. With Father's Day fast approaching, we're highlighting our blog about how to support widows on this potentially challenging holiday. Whether a woman is newly widowed or lost their spouse years ago, it’s critical to show support and love to widows on Father’s Day. Share the post with someone who might find it beneficial.

Our Latest Insights

Stay informed with our latest selection of original blogs, written with you in mind.
The Changing Face of Investing

From online trading, to cryptocurrencies and NFTs, technology has changed the face of investing. In our blog post, Bill Harris goes into depth on these changes, in addition to explaining how emerging technologies can be useful.
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
Why You Should Consider a Professional Trustee

Choosing a trustee to manage your assets after you pass away is one of the most important estate planning decisions you make. Some people default to an eldest child or close relative as trustee, but selecting a family member can lead to heartbreaking problems. In Bill Harris's latest guest article for TheStreet, he explains why you should consider a professional trustee.

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.

To Spend or Not to Spend? That Is the Post-Pandemic Anxiety Question of the Moment
In this Money article, learn what experts say about how to navigate a stress-free re-entry into normal spending. Read more.

The Dream Life is Real Life podcast featuring Paula Harris
Hanna Hermanson and Paula Harris have a candid conversation about financial freedom, setting yourself up for business success, and living your dream life. Listen to more.

Retirement Revealed podcast featuring Bill Harris
Jeremy Keil and Bill Harris discuss Bill's book, Inheriting Your Spouse's IRA. Bill shares practical information on inherited IRAs, from the widow's penalty to minimum distributions. Listen to more.

Calculating Required Minimum Distributions for Inherited IRAs
In chapter 6 of Inheriting Your Spouse's IRA, author Bill Harris explains RMDs and how to calculate them. Read more.

LifeBlood podcast featuring Paula Harris
George Grombacher and Paula Harris discuss everything from navigating life's curveballs, to making sure we have the proper insurance coverages and cash on hand. Listen to more.
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