by Paula Harris | Apr 14, 2021 | WH Cornerstone Blog, Curve Ball Planning, Health and Wellness, Rise Up Community, Widow, Widowed
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 | WH Cornerstone Blog, 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 | Announcements, WH Cornerstone Blog
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...
by Bill Harris, CFP, RMA | Jan 14, 2021 | IRAs, Curve Ball Planning, Financial Planning, Money Mindset, Retirement, Taxes
Life is precarious. And life is precious. For years we’ve heard people say, “Here today, gone tomorrow.” No matter what our age, it’s one of those flip phrases that are bandied about without thinking of the implications. But recently, it has taken on new relevance....
by Paula Harris | Jan 11, 2021 | Announcements
Joe NeJame is a Duxbury High School Senior and member of the future class of 2025 at Washington University in St. Louis, a medium-sized, private university in Missouri. He plans to double major in Strategic Management and International Relations. During his junior...
by Bill Harris, CFP, RMA | Dec 22, 2020 | Curve Ball Planning, Family, Health and Wellness
Phil sits at the breakfast table, looking out at the mountains he had climbed just last month. Little did he realize then that just a few days later, he’d be clawing his way down his driveway to get help for what he figured was a stroke. His whole left side was...
