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What Biden’s new bill means to older Americans

What Biden’s new bill means to older Americans

by Bill Harris, CFP, RMA | Oct 6, 2022 | Financial Planning, Medicare, Social Security

When President Biden signed the Inflation Reduction Act of 2022, the press touted how it would “improve the lives of millions of older Americans” by lowering the cost of prescription drugs. (It is also expected to lower what the government spends on medications.) The...
Choosing the right Social Security strategy as a widow

Choosing the right Social Security strategy as a widow

by Paula Harris | Oct 25, 2021 | Social Security, Widow

Widowhood is one of the most trying experiences that any of us will ever go through. You’ve lost your rock, your best friend. And now of all times, you’re expected to figure out your situation surrounding Social Security? The prospect of this already...
Social Security for Widows webinar

Social Security for Widows webinar

by Paula Harris | Jun 9, 2021 | Curve Ball Planning, Investing, Social Security, Webinars, Widow

Update: Missed our webinar or just want a second viewing?Watch the full recording below. Widowhood is difficult enough without the added stress of deciphering finances. In honor of National Widows Day, WH Cornerstone will be hosting an hour-long ‘Social Security...
A widow’s potential risks to social security: understanding WEP and GPO offsets

A widow’s potential risks to social security: understanding WEP and GPO offsets

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...
Watch webinar recording: What Widows Need to Know About Social Security

Watch webinar recording: What Widows Need to Know About Social Security

by Paula Harris | Jul 26, 2020 | Curve Ball Planning, Financial Planning, Money Mindset, Retirement, Social Security, Webinars, Widow

“Social Security is the single most important, yet highly misunderstood, source of income for most retirees.”   ~Marcia Mantell Recently Social Security maven Marcia Mantell and WH Cornerstone held a special webinar presentation: What Widows Need to...
Watch webinar recording: Uncovering Social Security Secrets

Watch webinar recording: Uncovering Social Security Secrets

by Paula Harris | Jul 17, 2020 | Webinars, Social Security, Widow

“Social Security is the single most important, yet highly misunderstood, source of income for most Baby Boomers.”  – Marcia Mantell Recently Social Security maven Marcia Mantell and WH Cornerstone held a special webinar presentation: Uncovering...
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Privacy Policy | Annual Disclosure
W.H. Cornerstone Investments Inc. (“WH Cornerstone”) is registered as an Investment Adviser with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by WH Cornerstone in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of WH Cornerstone, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties' informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

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