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.

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.

Book Cover for Splitting Heirs: Giving Your Money and Things to Your Children Without Ruining Their Lives by Ron Blue

Splitting Heirs: Giving Your Money and Things to Your Children Without Ruining Their Lives by Ron Blue

Lisa HandleyBook, Christian World View, Financial & Estate Planning, Philanthropic & Legacy Planning, Spiritual

In this book, Ron discusses how the financial wealth you leave behind could be the best thing that ever happened to your loved ones—or the worst. “Inheritance is risky business, often damaging lives, marriages and children. Few of us bring an eternal perspective to leaving money behind or to handling unearned wealth.” – Randy Alcorn.


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.