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Matthew Davis, CFP®
Dec 7, 20224 min read
Prompting Difficult Conversations With Your Parents
Partners Matthew Davis and Hannah Boundy discuss prompting a conversation with your parents about their estate plans and wishes.
42 views


Hannah Boundy, CFA®, CFP®
Jul 8, 20225 min read
Five Ways to Live Your Legacy While You’re Still Working
Practice living your legacy now while you’re still working in preparation for living your financial legacy in retirement.
57 views
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