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Why Meaning Matters in Legacy Planning (and how to find it)
Looking for meaning in the good, the true, and the beautiful and utilizing planning to maximize your impact.
Hannah Boundy, CFA®, CFP®
Aug 22, 20233 min read
50 views


The Price of Cheap Legal Advice
Like so many other things in life, when it comes to legal advice – you get what you pay for.
Hannah Boundy, CFA®, CFP®
Jul 19, 20233 min read
36 views


A Legacy of Generosity
Why giving matters and how to include your family in your charitable legacy.
Yvonne Darby
Jul 19, 20233 min read
21 views


Donating Stock to Charity—Both You and the World Benefit
We all know how to donate cash to charity, but there’s another way that you can support your favorite causes: donating your stock.
Guest Contributor
Jun 14, 20232 min read
21 views


5 Tips for Raising Kids in the Face of a Large Inheritance
Five tips for encouraging your kids to build autonomy, that a financial gift might be a blessing and not a curse.
Hannah Boundy, CFA®, CFP®
Jun 14, 20236 min read
44 views

Should I Have a Trust for My Pets?
An overview of pet trusts, when they might be appropriate, and how they fit into an estate plan.
Vincent Chambers, Esq.
May 17, 20234 min read
27 views


Guiding the Conversation About Generational Conflicts of Interest
A few talking points for guiding a meaningful conversation around generational conflicts of interest.
Hannah Boundy, CFA®, CFP®
May 17, 20233 min read
24 views


Is Your Life Insurance Policy Still Necessary?
How does your life insurance coverage fit into your overall financial plan?
Yvonne Darby
May 17, 20233 min read
19 views
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