How Rich Are You?

Lisa HandleyBlog, Family Business Succession, Financial & Estate Planning, Investment Management, Money management, Philanthropic & Legacy Planning, PLP-3

It has been reported that when John D. Rockefeller was asked by a reporter “How much is enough?” he responded, “Just a little bit more”.
Although he was one of the most financially successful businesspeople in America, his response resonates with most of us. Regardless of the riches we have accumulated, we all know others in our circles that we feel have accumulated more and we would like to have more.

photo

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.

“Please Pass The Turkey” (And Your Values)

Lisa HandleyBlog, Family, Financial & Estate Planning, Generosity, Relationships, Wisdom for Life

Thanksgiving is one of my favourite times of the year. Family, friends, tons of food, sunny cool weather, beautiful fall produce and the grandeur of the fall colours. It’s hard not to be thankful. Over the years, I have heard it said from many different sources that an “attitude of gratitude” is a key factor for success. As Canadians, we have SO much to be grateful for. Consistently, independent surveys rank our country in the top few, and often the top country, to live in the world!