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.

Are You the Greatest Risk to Your Net Worth

Lisa HandleyBlog, Family Business Succession, FBS-3, Financial & Estate Planning, Freedom, Investment Management, Philanthropic & Legacy Planning, Stewardship, Wisdom for Life

Chances are, if you died today, your net worth would drop like a rock. If most of your net worth is in a family business and/or real estate, the value your family receives could be 50% or less than what you expect.