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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

Book Cover

Family. Money. by Greg Wills, David & Parker, Terry & Sperry – National Christian Foundation

Lisa HandleyBook, Family Business Succession, Financial & Estate Planning, Investment Management, Money management, Relationships, Spiritual

Written from a Christian worldview, this book outlines the dynamics of family money & how to avoid the common pitfalls of wealth & inheritance. This is a thought-provoking book from 3 of the country’s leading experts on wealth transfer, David Wills, Terry Parker, and Greg Sperry.

Reflecting Through These Challenging Times

Lisa HandleyFinancial & Estate Planning, Freedom, Money management, WFL-3, Wisdom for Life

This blog is meant to encourage us to grow personally through the current pandemic. Unfortunately, tragic loss has been suffered personally by so many. We mourn with those who are experiencing such loss and recognize there is no benefit in your loss. One of my favorite speakers and authors, Andy Stanley, has a saying: ‘Pain with no gain is a shame’.

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How To Multiply Your Legacy By 2,000%

Lisa HandleyBlog, Family, Financial & Estate Planning, Freedom, Generosity, Investment Management, Money management, Philanthropic & Legacy Planning, PLP-3, Relationships, Stewardship, Wisdom for Life

I recently read “the quality of relationships- not the quantity of dollars – ultimately define quality of life.” * The older I get, and the more I speak with clients, the more this truth resonates with me. Our most valuable assets are the quality relationships with family and friends.

The Fallacy of Financial Independence

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

I believe financial independence is impossible. Though most people pursue it; I certainly did in my early years of business. However, I now believe something better is possible. Financial independence is heavily promoted by the financial industry. It’s that place in life where we “arrive”, have enough and are secure. Financial planning tools often identify the dollar value of financial independence based on a person’s desired lifestyle.