A few great ways to help invest for and in your kids in a tax-efficient manner.

Three tips for how to intentionally engage with our wealth and fight the inertia of money.

An overview of SLATs, when one might be appropriate, and potential drawbacks.

The benefits of having a financial advisor and planner in your corner.

With so many options and so many unknown future variables, here’s a quick guide on the most efficient way to save for your kid’s future. 

Looking for meaning in the good, the true, and the beautiful and utilizing planning to maximize your impact.

Why giving matters and how to include your family in your charitable legacy.

We all know how to donate cash to charity, but there’s another way that you can support your favorite causes: donating your stock.

Five tips for encouraging your kids to build autonomy, that a financial gift might be a blessing and not a curse.

A few talking points for guiding a meaningful conversation around generational conflicts of interest.

How does your life insurance coverage fit into your overall financial plan?

Is it too soon to be thinking about an estate plan?

What is Generational Wealth and how do I create it for my family? 

What you need to know about the IRS’ new contribution limits to retirement accounts.

A three-question framework to better understand your priorities and take steps to make them a reality.

Understand how the 8.7% Social Security increase will impact you.

Five tips for discovering a contented retirement. 

Co-founders Matt Davis and Hannah Boundy share why a legacy well lived is just as important as a legacy well left and how to build one. 

A Donor-Advised-Fund is a great way for the charitably minded to make a meaningful difference while remaining financially efficient.

Practice living your legacy now while you’re still working in preparation for living your financial legacy in retirement.