The Legacy Family

This is the second book (not in any order of priority – your number one may be different from mine!) for families who are working to take the long view and break the very real “shirtsleeves-to-shirtsleeves in three generations” cycle of wealth creation and inheritance.  The first reaction of my financial coaching clients is “It seems like a lot of work and who could possibly have time to do this?” If you are taking the long (30 years for 1 generation) view, the time you take to put some of the practices Lee and Doug outline into action will save years of heartache – and create a healthier, longer lasting legacy.  AND in the short term, you will take some of the pressure and uncertainty off – it’s a win-win.

“The Legacy Family” by Lee Hausner and Douglas K. Freeman The Legacy Family: The Definitive Guide to Creating a Successful Multigenerational Family

newbookNew Book by Kim Stephenson & Ann B. Hutchins

Finance Is Personal: Making Your Money Work for You in College and Beyond

"Although some of the most important decisions we make in life are financial, most people rely on their intuition rather than reason. In Finance Is Personal, the authors digest key findings from psychology to help readers leverage their natural style, preferences, and values in order to make more effective and profitable choices. This book will do more to increase young people's financial IQ than any formal course, MBA, or business experience―a must read!"

(Dr. Tomas Chamorro-Premunzic, professor of business psychology at University College London, visiting professor at Columbia University, vice president of research and innovation at Hogan Assessments, and the co-founder of

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