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MARCH 2021  |  ISSUE 206
WH Cornerstone Investments
A Message From Your WH Cornerstone Team
Hello Friend!

We thought you should know that while you were busying celebrating St. Patrick's Day, the IRS moved the tax deadline until May 17, 2021. No need to procrastinate if you still want to get them in sooner. 

Something especially exciting this season, Paula is a co-author of Life Lessons in Success: Wisdom to Win the Game of Life. Save the date of March 21, when the book will be available on Amazon. The book is ideal for anyone on a personal or professional development journey, and is filled with positive messages meant to refuel both your mental and emotional tanks.

In other news, a reminder that South Shore Home, Life & Style magazine is highlighting the Best of the South Shore and we would love to be included in the Services & Resources as their top Financial Planner firm. Would you nominate us here?

After many years. we've updated the look and feel of our newsletter. Drop us a line and let us know what you think. 

Cheers,


 
Our Latest Insights
Stay informed with our latest selection of original blogs, written with you in mind.
Woman on top of a mountain
Life Lessons in Success

It’s been said that if you are not learning and growing, you are dying. WH Cornerstone co-founder Paula Harris has come to live by this sentiment. “In order to live life to the fullest, we continually need to seek out new ways to challenge ourselves to become the best version of ourselves,” she says.
 
Woman looking off into the distance
A Widow’s Potential Risks to Social Security: Understanding WEP and GPO Offsets

When couples are planning for retirement they want to feel secure in the knowledge that the surviving spouse will receive anticipated retirement benefits. Many widows count on their spouse’s Social Security benefits for a significant portion of their retirement income.
 
Bill's Corner
Each month, Bill contributes to Retirement Daily as a guest writer. Keep up to date with the latest topics he covers.
Bill Harris
Inheriting Your Spouse's IRA - The Widow's Guide to Keeping More of Her Assets

If you're recently widowed, chances are you've inherited your spouse's IRA. In his book, Inheriting Your Spouse's IRA, Bill Harris aims to simplify things for widows during an extremely difficult time in their lives. Watch his interview with Bob Powell of TheStreet.com on chapter 1.
WATCH THE FULL INTERVIEW
WH Cornerstone in the News  |  What We're Reading
We're tapped by the media to write for and contribute to a variety of publications. Here are our latest contributions.

Investors, Plans and Money: 1099s in the Age of Coronavirus
While 1099s come every year, this year they are a bit more complex due to Coronavirus-Related Distributions (CRDs). Therefore, it may be time to do a deeper dive into understanding them. Read more in this article for Wickedlocal.

Boomer Being: Five Investing Principles You Need for Investing Success
Paula discusses five fundamental investing principles everyone needs to know. Watch the episode on YouTube.

Boomer Being: Inheriting Your Spouse’s IRA: What Every Widow Needs to Know
Bill discusses his new book, Inheriting Your Spouse's IRA: The Widow's Guide to Keeping More of Her Assets. Watch the episode on YouTube.

How Many Credit Cards Is Too Many?
Some financial “gurus” will tell you to avoid credit cards like the plague if you want to stay out of debt, much less diversify the types of cards you have. But if you’re an autonomous adult, capable of making decisions for yourself, making smart choices about credit cards isn’t something to be afraid of. Read more in this article from Money.
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