How financial quarterbacking can maximize your impact, now and into the future.

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.

A few steps you can take when your parent has dementia.

Partners Matthew Davis and Hannah Boundy discuss prompting a conversation with your parents about their estate plans and wishes.

You’d be hard-pressed to find a situation where having a trust is a “bad idea” – 5 reasons why a trust is a vital part of an estate plan.

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

Five tips for discovering a contented retirement. 

As we prepare for continued volatility, we want to share some of our thoughts on the economy to help you weather this current environment.

When savings for kid’s college, consider the pros and cons of a Coverdell ESA vs. a 529 Plan.

An overview of the most common estate planning documents: revocable trust, will, power of attorney, and advance health care directive.

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.

When interviewing a potential corporate trustee or professional fiduciary, consider these 10 questions in making your decision.

When it comes to executing your living legacy, here are three potential tax mistakes that could set you back. 

A recap of our 2022 Family Wealth and Values Conference.

How Monte Carlo testing can help reassure you of your financial plans in the face of higher inflation.

Reflect on your estate plan and empower your children to carry out your wishes.

This checklist can help you take one step at a time and prioritize the decisions that need your attention.