Five Creative Ways To Be Generous This Holiday Season

Lisa HandleyBlog, Christian World View, Family, Generosity, Relationships, Spiritual, Stewardship

As the townhouses in my complex started to light up and mall parking lots became packed with shoppers, I realized the holiday season was upon us. This is the season for gift giving, meal planning and social gathering. Families and friends travel far to see each other, longing to connect and slow down. 2022, without a doubt, has been a roller coaster.


Thank You!

Lisa HandleyBlog, Family, Generosity, Relationships, Spiritual, Stewardship, Wisdom for Life

Each year I make sure that I reach out on behalf of our team to say Thank You to our clients, the professionals inside and outside of our firm who help us support our clients, our suppliers, our network of advocates, charities & professional organizations, friends of our firm and our families. This list includes some of the best people alive on the planet, we regularly brag about the quality of people we get to serve and those who help us serve. Hopefully, you hear ‘thank you’ from us often.

The Most Important Discovery I’ve Made In The Last Decade

Lisa HandleyBlog, Business & Personal Growth, Family Business Succession, Financial & Estate Planning, Generosity, Investment Management, Retirement Planning, WFL-3, Wisdom for Life

I am constantly learning; whether it is from great books (thank goodness for audio books) or great people who I have the privilege of interacting with.
Today, I want to share with you one of the most important discoveries I have made in the last decade.

It has revolutionized my life, reduced my stress, and made life incredibly more enjoyable.

It is called the ‘Belief Matrix’ and it was taught to me by my friend and mentor, Paul Anthes, of R3 Coaching.


What Generosity Can Look Like During Covid-19

Lisa HandleyBlog, Generosity, Personal Growth, Philanthropic & Legacy Planning

It is natural in a time of sudden change and unknowns to focus on our own situation. Our natural instincts are for self preservation. That is a good thing, and it will help us adapt, persevere, find solutions, and overcome our challenges. Humans are resilient. Click to read more and learn What Generosity Can Look Like During Covid-19.


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?

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.