by Bill Harris, CFP, RMA | May 13, 2021 | Investing, Money Mindset
You may remember visiting a stock broker with your parents as a child. The ground-floor office had large glass windows that gave out onto the street. The black lettering on the windows had gold edges that sparkled when the sun hit them. Inside, a nice secretary sat at...
by Paula Harris | May 5, 2021 | Widow, Family
Mother’s Day is a special occasion where we are able to come together and appreciate all that the mothers in our lives have done for us. But for widows, Mother’s Day may be a challenging reminder of what they have lost. Regardless of whether a woman is...
by Paula Harris | Apr 30, 2021 | Webinars
“A journey of a thousand miles must begin with a single step.”–Lao Tzu We are excited to host an upcoming interactive Zoom webinar featuring Darren Humphreys from Travel Sommelier. As travel slowly becomes a popular topic again, Darren will share important information...
by Paula Harris | Apr 14, 2021 | Curve Ball Planning, Rise Up Community, Widow
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. It’s true that there is...
by Bill Harris, CFP, RMA | Mar 31, 2021 | Divorce, Estate Planning, Financial Planning, Widow
Larry King lived a colorful life. He was married eight times to seven women. He and his most recent wife, Shawn, married in 1997 and had two sons. In 2015, the couple drew up a complete estate plan. In 2019, Larry filed for divorce, but the divorce was not final when...
by Paula Harris | Mar 17, 2021 | Uncategorized
It’s been said that if you are not learning and growing, you are dying. WH Cornerstone co-founder Paula Harris has come to live by this sentiment. “In order to live life to the fullest, we continually need to seek out new ways to challenge ourselves to become the best...
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...
by Paula Harris | Feb 1, 2021 | Widow
Navigating holidays is challenging as a widow. Now Valentine’s Day is around the corner and as a widow, you may want support. On Sunday, February 14th, join Paula Harris of WH Cornerstone and Rise Up Retreats™ along with author, speaker and coach, Samantha Ruth, for a...
by Bill Harris, CFP, RMA | Jan 31, 2021 | Curve Ball Planning, Financial Planning, Retirement, Social Security, Widow
When it comes to retirement and Social Security, the last thing anyone wants are unpleasant surprises. When couples are planning for retirement they want to feel secure in the knowledge that the surviving spouse will received anticipated retirement benefits. Many...
by Bill Harris, CFP, RMA | Jan 28, 2021 | Curve Ball Planning, Financial Planning
The Covid-19 Relief Bill did not see daylight by Christmas, but it did by the New Year. Unlike the CARES Act of earlier last year, this is not a bill that offers penalty-free access to IRAs or forgives the Required Minimum Distribution (RMD) for seniors for another...
