A Message From Your WH Cornerstone Team
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Hello Friend,
We hope you are enjoying your summer and all the fun activities that come with it! Personally, we are looking forward to resuming our tradition of picnicking on the Tanglewood lawn. What are you looking forward to doing this season?
A special thank you to everyone who attended our 'Social Security for Widows' webinar with Marcia Mantell. We covered lots of information in the webinar and we hope you left feeling empowered to make informed decisions to get the most you can from Social Security. If you were unable to attend but would like to watch the hour-long program, you can do so here. Passcode: cJ09q.y6
We also want to give a big thank you to Marcia for sharing her immense knowledge with us all. As a reminder, if there is ever a webinar topic that you'd be interested in, please don't hesitate to send a request via email.
Cheers,
P.S. Bill Harris will be speaking at the Duxbury Senior Center on Tuesday, July 20, at 1pm EST. He will share practical information regarding inherited IRAs, from IRA beneficiary designations and the impact of those decisions, to common mistakes for spousal beneficiaries to avoid. Sign up here if you'd like to attend.
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Stay informed with our latest selection of original blogs, written with you in mind.
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Summer 2021 Recommended Reading
With summer in full swing, it’s time to start crossing some of those books off of your summer reading list. If you’ve been searching for your next good book, look no further than our selection of summer reading recommendations, compiled by your WH Cornerstone team. Happy reading!
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Defining What Self-Care Means To You
Self-care isn’t just about the time you carve out to pamper yourself, but rather it is about taking small steps each day to set yourself up for longterm success. At WH Cornerstone, we are prepared to help you with your financial self-care. Learn more about how you can practice self-care in your everyday life.
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Each month, Bill contributes to Retirement Daily, a column of TheStreet, as a guest writer. Keep up to date with the latest topics he covers.
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WH Cornerstone in the News | What We're Reading
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We're tapped by the media to write for and contribute to a variety of publications. Here are our latest contributions, along with some recent articles that have caught our eye.
Investors, Plans and Money: This Summer’s Journey Through Reading
If you're looking for a good book this summer, look no further. In honor of the country's reopening, Bill Harris has shared his post-pandemic inspired summer reading list. Read more.
Investors, Plans and Money: Estate Tax Changes — Prepare For the Worst, Hope For the Best
Bill Harris breaks down the proposed “For the 99.5% Act” bill that could change the current estate and gift tax system. Read more.
How to Give Money to Family Members Without Making it Awkward
Here’s how you can plan in advance to provide financial support to your loved ones in a crisis or on a regular basis. Read more.
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