Resources and Guides

Curve Ball Life Planning™

You might feel your financial future is uncertain. That’s why we created Curve Ball Life Planning™: to empower widows to live life from a position of knowledge and power, rather than fear and ignorance.

Books and Guides

We’re committed to helping you stay informed, whether that means understanding Medicare or explaining the ins and outs of inherited IRAs. Read our books and guides below.
Image for Inheriting Your Spouse’s IRA

Inheriting Your Spouse’s IRA

Written by WH Cornerstone Co-Founder, Bill Harris, RMA®, CFP®, Inheriting Your Spouse’s IRA is a planning guide navigating estate tax and legal maze associated with the IRA universe.

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Rise Up: A Widow’s Journal

This journal captures the thoughts and feelings that might be swirling around in the head and heart of a widow. It is thoughtfully organized into 10 chapters that guide along various stages of widowhood.

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Rise Up: A Grief Journal

This prompted journal is designed to help anyone that has experienced loss — whether that be traditional grief over the passing of a loved one, or another form of complex loss.

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Widow Resources guide

Our widow resources guide provides numerous resources, including organizations, books, and Facebook groups, that can help you navigate the grief of losing a loved one.

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Gifts of Preparedness

Preparing for the unthinkable before it happens is one of the greatest gifts you can give your loved ones. That’s why we have compiled a list of resources that will make having these hard conversations easier.

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Curve Ball Life Planning™ process

What happens when life throws you a curve ball? Learn more about our process that has helped empower many widows with their financial future.

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28 Documents You Need

Gather these 28 documents in one spot for your heirs so they avoid any frustration and financial pain during a time of loss.

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A Widow's Guide to Understanding Government Pension Offset

Government Pension Offset (GPO) is a little-known retirement game-changer that can wreak havoc with your best-laid plans. Our guide will help you understand everything you need to know about GPO.

Image for A Widow's Guide to Understanding Windfall Elimination Provision

A Widow's Guide to Understanding Windfall Elimination Provision

Is your Social Security at risk of Windfall Elimination Provision (WEP)? Our guide will help you understand if you’re among the vulnerable.

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Understanding Medicare

This guide provides you with a clear explanation of the initial decisions you need to make when choosing the right Medicare coverage for you.

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Holiday Support for a Loved One

Here are a few things you should try hard not to do, along with a few things you should do instead to support a widow during the holiday season.

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Understanding Donor Advised Funds

Our guide to Donor-advised funds will help you understand everything you need to know, including how DAFs work and 5 investment considerations.


Videos and Webinars

Our educational videos and webinars are put together with the intention to provide insightful and factual information in a straightforward way. 
Image for What to Say at a Wake of a Funeral

What to Say at a Wake of a Funeral

In this Cornerstone Quick Clip, Paula Harris discusses how to appropriately give your condolences when attending a funeral or wake.

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Understanding Massachusetts Income Tax Rules and Your IRA

Bill Harris talks you through the fact that Massachusetts is one of two states that does not allow you to deduct your IRA contribution on your state taxes.

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Embracing Your Inner Matriarch

This webinar is an exploration of what it means to be a matriarch, and the rich rewards of finding your own brand of personal leadership in your family.

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Qualified Charitable Distributions

In this Cornerstone quick clip, Bill Harris discusses the tax benefits of Qualified Charitable Distributions

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The Importance of Beneficiary Forms

Are your beneficiary forms in order? Bill Harris discusses why it’s important to update and review them annually.

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What Widows Need to Know About Social Security

Marcia Mantell, Social Security expert, and WH Cornerstone discuss a variety of Social Security situations that are unique to widows.

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Uncovering Social Security Secrets

No matter your life’s journey, whether you’re married, divorced, widowed, or single – watch this presentation to take some of the mystery out of the complex yet critical income source of Social Security.


To view more of our informative videos and webinars, click the button below.

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