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

Why Your Spouse Is Your Most Important Financial Advisor

Lisa HandleyFEP-3, Financial & Estate Planning, Investment Management, Relationships

Your first thought when reading this title might be: “You obviously don’t know my spouse”.

We may not know your spouse but today we will provide insights based on our experience and on statistics that show couples who are both involved in their family finances will do best.