Four of Life’s Most Critical Questions

Amelia ZhangBlog

The demands of all the urgent things in our life keep us from focusing on the important things. After nearly 30 years providing financial advice, I believe the following four questions are the most important to ask. These four questions, if properly answered, will change your financial future and likely the health of your family relationships.

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’.

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.