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Do You Have 2 Classes of Children in Your Family?

Lisa HandleyBlog, Family, Financial & Estate Planning, Generosity, Investment Management, Relationships, Stewardship, Wisdom for Life

Each new stage of life offers new insights, perspectives and hopefully wisdom. Our family is on the verge of our second child’s wedding. We have been blessed with exceptional people who have joined our family through marriage. This makes the occasion an incredible celebration. It really is one of life’s greatest blessings. Ask yourself, Do You Have 2 Classes of Children in Your Family?

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The 7 Forms of Generosity

Lisa HandleyBlog, Financial & Estate Planning, Investment Management, Money management, Philanthropic & Legacy Planning, Retirement Planning, Wisdom for Life

Think of the last time you were the recipient of an act of kindness or generosity. How did it make you feel? Did it brighten up your day? Did you tell someone about it? Did it inspire you to pass kindness or generosity on to someone else? We cannot receive an act of kindness or generosity and not be positively impacted!

Six Gifts That Will Keep On Giving

Lisa HandleyBlog, Generosity, Philanthropic & Legacy Planning, Wisdom for Life

When was the last time you received a genuine compliment, affirmation, or encouragement? How did that make you feel? I bet it didn’t happen very often in the last year. I also bet it was the highlight of your day (likely the highlight of your week) and just thinking about it energizes you now. That is a significant impact for just a few spoken words or a short note. What a great gift!

What’s the Purpose of All Your Money

Lisa HandleyBlog, Business & Personal Growth, Family Business Succession, Generosity, Investment Management, Money management, Spiritual, Stewardship, WFL-3, Wisdom for Life

Have you ever wondered why you have the money you have? You have means but what is its connection to meaning? To put it simply, what is the purpose of your money?

Mitch Anthony of Advisor Insights is a leading trainer for Financial Advisors. A month ago, I spoke at a national conference Mitch was speaking at. I gleaned some important insights from Mitch that I want to pass along.

The most common question I hear from clients is “Will I/do I have enough?” The answer to this question is something we regularly monitor for our clients. Mitch suggests a more valuable question to ask is “Am I managing my money in a way that is improving my life?” This requires the holistic approach our firm provides by addressing investment management, debt management, spending management, risk management, relational management, and financial & estate planning.

Three Steps To Create True Wealth

Lisa HandleyBlog, Family, Generosity, Philanthropic & Legacy Planning, Stewardship, Wisdom for Life

Are you wealthy or just rich? Unfortunately, most people confuse having money with being wealthy. Our culture suggests that success will be found at the next level. Whether that is the next income bracket, the next house, the next car, the next position; those next levels are always there for our grasp.

9 Awesome Ways To Engage Your Children And Grandchildren

Lisa HandleyBlog, Family, Mentoring, Philanthropic & Legacy Planning, Relationships, Wisdom for Life

Summer is an awesome time of the year! Think back to your favourite memories. I’ll bet some involve two things – summer and important relationships. Whether it’s time at a cottage, camping, or a trip to grandma’s house, we are wired to cherish relationships. One of the things we value most, as parents, are love and harmony throughout our family and rich times together to enjoy it.

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Are You Leaving a Fraction of What You Could?

Lisa HandleyBlog, Family, Family Business Succession, FEP-3, Financial & Estate Planning, Generosity, Investment Management, Money management, Philanthropic & Legacy Planning, Relationships, Spiritual, Stewardship, Wisdom for Life

Our self-made, independent, North American lifestyle results in each generation basically starting over. Out of ignorance, we make the same mistakes of past generations and miss the incredible wisdom from the life lessons of those generations