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A Message From Your WH Cornerstone Team
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Hello Friend!
Earlier this year, several clients asked us if they should be investing in cryptocurrency as the media was always hyping it. Below is an article we wrote on the changing face of investing. If you have been uncomfortable with the volatility and losses in the market year to date, you would be very, very uncomfortable with how some of these assets are performing lately if they were in your portfolio. Something to keep in mind.
Have you taken the Return on Life™ assessment? This tool helps us put your life at the center of the financial discussion. Using the Return on Life™ index, you can recalibrate how you’re managing your wealth to give you the ultimate return--the life you want to live.
Are you subscribed? If you are a widow (or widow supporter), we launched a new monthly The Rise Up Journal. We share upcoming events, inspiring quotes, and tips on how to support yourself as a widow or the widow in your life. Click here to let us know if you'd like to receive this monthly newsletter.
Happy summer.
Cheers,
p.s. If you missed last month's newsletter, read it here and meet our newest team member Graham Voigt, CFP®.
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Stay informed with our latest selection of original blogs, written with you in mind.
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The changing face of investing
Any innovation feels somewhat unbelievable when you first experience it. You may remember the first time you got money out of a machine embedded in a bank wall instead of from a teller. Or when you paid a bill with the piece of plastic your bank sent you. Or when your broker offered you a composite of all shares in a category – an ETF – instead of investing in one company at a time.
Bitcoin and blockchain are no different.
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Donor-advised funds: feeding the soul
You’re working hard, making good money, and yet, rather than feeling like a total success, you’re a bit empty inside. There is a way you can feed your soul – by using your financial resources to establish a personal charitable giving strategy. Donor-advised funds (DAFs) offer a way to make significant charitable gifts over the long term while allowing you to make a difference in the world.
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Rise Up: A Widow's Journal
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Look internally with contemplative prompts from Paula's book, Rise Up: A Widow's Journal.
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Chapter 6. On Love
In chapter 6 of 'Rise Up: A Widow's Journal', we work on processing our grief as we move from anger and despair to uncertainty and confusion. You learn to live with your memories and the love that you still have in your heart will help you rise up, continue living, and love yourself.
Next time you're overwhelmed by uncertainty or confusion journal the following: "What act of self-compassion and self-love can I do for myself this week?"
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Each month, Bill contributes to Old Colony Memorial, part of Wicked Local, as a guest writer. Keep up to date with the latest topics he covers.
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Financially navigating the sandwich generation
The “Sandwich Generation” has nothing to do with when you were born. It simply means that you’re providing support to two generations: your aging parents and your children.
Here we’re looking specifically at the financial implications of providing such support.
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WHC 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 media outlets. Here are our latest contributions and what we are reading.
Building wealth starts with attracting abundance with Paula Harris
On this episode of the Chasing Happiness Podcast, we are joined by Paula Harris who shares her tips for financial peace of mind and how to rise up and navigate your path forward. Listen here.
Supporting widows on Father’s Day
When a day like Father’s Day is approaching, there are images everywhere on social media, television, and print ads of families coming together to honor Dad. For widows, however, Father’s Day may be a dreaded day. Read here.
Why you need a 'sunny day' savings, not just a 'rainy day' fund
Most of us have been told we should save for a rainy day. You know, for those unexpected life events that come up at the most inopportune times, such as car repairs or a medical emergency. But what about saving for sunny days? It's so easy to charge up your credit cards on a much-needed vacation or for that last-minute wedding gift you forgot to buy. That's why you need to have a sunny-day savings fund, too. Read here.
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WHC in the Community | What We're Supporting
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It's important to all of us at WH Cornerstone to support our community. Here are our latest contributions.
Plimoth Patuxet Museum
On July 7th, we will be sponsoring a Lunch & Learn at the Plimoth Patuxet Museum (or via Zoom) where attendees will enjoy a lecture based on the book The Life of Peregrine White: "The First Englishman Born in New England". Learn more.
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