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.
Curve Ball Life Planning™ PREPARE Workbook
Our Curve Ball Life Planning™ PREPARE workbook helps organize your financial and personal life, since they are so intertwined. Use this workbook to centralize your data, so you always have it at a moment’s notice.
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Curve Ball Life Planning™ REBUILD Workbook
Your spouse has died, and it hurts. A lot. We offer our Curve Ball Life Planning™ REBUILD workbook to help you gather critical information during this difficult time in your life. Click below to download for free.
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Curve Ball Life Planning™ After Death Checklist
We created this checklist to help you navigate through the items that need to be addressed in the days, weeks, and month following your loss. Click below to download for free.
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Curve Ball Life Planning™ Later Life Wishes
Sharing later-life wishes can bring tremendous benefits to all involved. However, it’s not a process undertaken easily. Use our Curve Ball Life Planning™ Sharing Later-Life Wishes workbook to navigate these tough conversations.
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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.
Inheriting Your Spouse’s IRA
Written by WH Cornerstone Co-Founder, Bill Harris, RMA®, CFP®, Inheriting Your Spouse’s IRA is a planning guide to 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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Qualified Charitable Distributions Guide
Once retired, you can make the most of your saving efforts by aligning your spending with your resources – and by always withdrawing funds from your nest egg in a tax-smart way. This guide can help you do that.
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Future Advantage Questionnaire™
What gets you excited? What is getting in your way of moving forward? The questions on our Future Advantage Questionnaire™ can help you understand where you are and where you want to be.
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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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Future Focus Quest™
We’re not just financial planners, we’re dream architects. Our five step process provides you with a comprehensive process to identifying and capturing your unique goals and dreams.
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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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Money Management Approach
We believe money matters. As a Registered Advisory (RIA) firm, we’re beholden to no one but you. Discover what’s included in every one of our money management relationships.
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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.
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Videos and Webinars
Our educational videos and webinars are put together with the intention to provide insightful and factual information in a straightforward way.
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.
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