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A Message From Your WH Cornerstone Team
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Hello Friend!
As 2022 comes to a close, let us reflect on our blessings, including the challenges that have helped us grow. We offer our guide, Holiday Support for a Loved One, as we remember those who have lost a loved one. Each member of the WH Cornerstone team has lost family member(s) this year and we hope this guide helps you as it helps us.
2023 is right around the corner so we hope you will join us for the Fire Up Your New Year program on January 12 from 7-8:15 pm Eastern with business and personal coach Barbara Kenyon. In this free program you'll learn how to:
- Identify barriers, improve focus
- Build confidence, reduce fear
- Increase happiness, decrease stress
- Take action, eliminate procrastination
- Obtain peace, erase worry
There’s no better time to gain motivation and improve your life than the start of a new year! We invite you to register today to gain the tools and motivation you need to make positive changes in your life for a terrific 2023.
Merry Christmas and Happy New Near!
p.s. If you missed last month's newsletter, read it here.
Are you subscribed? If you are a widow (or widow supporter), we launched a monthly electronic publication 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 subscribe.
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Stay informed with our selection of original blogs, written with you in mind.
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Fire Up Your New Year program
Are you ready to gain the tools and motivation you need to make positive changes in your life for a terrific 2023? If so, this program will assist you in discovering secrets that can help you create the life you deserve and make this your best year yet! Join us for Fire Up Your New Year program via Zoom from 7:00 – 8:15 pm Eastern Time on Thursday, January 12, 2023.
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How the stock market is like a soap opera!
When I was a teenager, I would spend our summers at our family’s beach house. I would be up early to lay claim to my favorite spot on the beach spending hours reading, walking, talking, swimming, and napping. Lunchtime was spent watching All My Children then back to the beach for an hour before General Hospital started. I was hooked!
During the summer, it felt if I missed a day—I missed it all. But when I realized watching the show year over year—the story really didn’t change that much.
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Every month, our clients receive our #AtAGlance snapshot with helpful market information in an easy to digest format. We hope you find value too.
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Each month, Bill Harris contributes to Old Colony Memorial, part of WickedLocal.com, as a guest writer. Keep up to date with the latest topics he covers.
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Finding the upside of a down market
The year 2022 stands apart from others as the culmination of so many disruptive changes and trends. From the pandemic’s seesaw effect on our personal lives to the market’s volatile reactions. From unfamiliar inflation to supply chain failures. From two opposing viewpoints on major cultural topics to equally divisive politics. From concern about past events – to concern about the future.
While we may feel powerless in the face of most of the issues, maybe we can take a contrary – but powerful – position on our investments.
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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.
A donor-advised fund could help you give more -- and save more at tax time
Did you know that donor-advised funds (DAFs) provide the most flexible and tax-smart way to give? And we’re offering some tips on how to use DAFs to maximize charitable giving at the end of the year. For those who are unfamiliar, DAFs are financial accounts that allow you to make tax-deductible contributions of cash or assets, invest the money in the account tax-free, and then recommend grants out of the account to your favorite charities over time. Read more.
A dream trip puts what's really important into perspective
Bill sat at the front of my desk in his crisply pressed shirt and bow tie, holding his yellow legal pad and mechanical pencil. "It's a regatta down to South America and back. My wife and I are sailing to Tierra del Fuego." His eyebrows lifted in expectation and a smile formed on his freckled and ruddy face. "It will take six weeks, if all goes well," he said. Read more.
A mom's 7 rules for happiness and success
A few years ago, I watched a friend have a panic attack over the prospect of turning 30. To me, this is odd. I’ve never felt anxious about a birthday. I credit that to my mom’s “rules of aging,” which have been ingrained in my head ever since I can remember. Read more.
How to keep your assets private and protected
As we begin our story, a quick disclaimer: Asset protection is not dependent upon and does not involve “hiding assets.” If there is a judgment issued against you, you will be required to truthfully disclose all your assets under penalty of perjury. That said, we have many clients — lottery winners, celebrities, and even business owners — seeking anonymity to protect their personal lives and assets. Increasingly, law enforcement officers seek anonymity to protect their places of residence and property holdings from being discovered or identified to the general public. Read more.
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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 is one of the organizations we support.
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The Plymouth Foundation
The Plymouth Foundation is a private non-profit organization dedicated to enhancing the quality of life in our region through smart economic growth. They actively support government and private-sector initiatives to attract, retain, and strengthen employment opportunities and increase the community’s commercial and industrial tax base. WH Cornerstone's own Bill Harris serves as Treasurer. Learn more.
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