by Bill Harris, CFP, RMA | Feb 2, 2023 | Financial Planning, Social Security, Taxes
For more than a year, the Senate and the House of Representatives discussed issues that needed to be addressed as a follow-up to the SECURE Act of 2019 – including many small fixes to make retirement saving easier. Despite having bipartisan agreement, the bill...
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...
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...
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...
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 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...