A Message From Your WH Cornerstone Team
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Hello Friend,
Fall is a busy (and beautiful) time of the year and we hope you make the most of it. We have exciting things happening.
We are pleased to share that Paula will be hosting a book signing in conjunction with French Memories bakery (459 Washington St in Duxbury) this Wednesday, October 13 from 10:30 - 11:30am. Paula will be signing her new book, Rise Up: A Widow's Journal, so be sure to bring your copy if you already have one. If not, the book will be available for purchase. Coffee and treats will be served. We hope to see you there!
We also want to remind you about our upcoming "Embracing Your Inner Matriarch" Zoom webinar with Susan Turnbull, which will be a lively exploration of what it means to be a matriarch, regardless of where you sit on the family tree. The webinar is scheduled for October 26 from 6:00 - 7:15pm EST.
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Cheers,
p.s. Read our recent client email about Biden's The American Families Plan tax proposal.
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Stay informed with our latest selection of original blogs, written with you in mind.
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On My Own: What single women need to know about planning for their futures
Did you know that women are about twice as likely as men to age alone? Given that solo women have very unique financial planning needs, it's extremely important to plan ahead. In our blog, we share 5 ways to manage your money if you're one of the over 66 million women in the U.S. who are either widowed, divorced, or never been married.
Read more
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This month, Bill was interviewed by Forbes to share some of his insights on retirement planning.
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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.
7 secrets financial advisors know but probably won’t tell you
Paula Harris and others share 7 secrets financial advisors know but probably won’t tell you. Read more.
The charitable advantage of donor-advised funds
Donor-advised funds are a simple way for anyone to give back: You don’t have to be older or wealthy to take part and make a difference. Read more.
Caution is critical with UTMA custodial accounts
Giving your kids or grandkids a leg up in life is a nice thing to do, but if you’re thinking of doing it with an UTMA custodial brokerage account, you need to know a few of the pros and cons that come with them. Read more.
Should I buy or lease a car?
It comes down to what type of owner you are. Do you like to hold onto your car for years or switch it out frequently? Do you drive a lot of miles? Do you dislike paying for comprehensive insurance? How you answer could help steer your decision. Read more.
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