Hannah Boundy, CFA®, CFP®
Living Intentionally with Our Wealth
Three tips for how to intentionally engage with our wealth and fight the inertia of money.
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Vincent Chambers, Esq.
- Sep 29
- 5 min
Preserving Wealth with a Spousal Lifetime Access Trust (SLAT)
An overview of SLATs, when one might be appropriate, and potential drawbacks.
13 views
Yvonne Darby
- Sep 28
- 5 min
Why your Financial Planner needs a Financial Planner
The benefits of having a financial advisor and planner in your corner.
22 views
Hannah Boundy, CFA®, CFP®
- Sep 28
- 7 min
Legacy Perspectives on the Impacts of Fiscal Debt and a Government Shutdown
A few thoughts on the impacts of a government shutdown and how it might affect your legacy.
18 views
Yvonne Darby
- Aug 22
- 4 min
What's the Best Way to Save for My Child's or Grandchild's Future?
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.Â
15 views
Hannah Boundy, CFA®, CFP®
- Aug 22
- 3 min
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.
40 views
Hannah Boundy, CFA®, CFP®
- Jul 19
- 3 min
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.
30 views
Yvonne Darby
- Jul 19
- 3 min
A Legacy of Generosity
Why giving matters and how to include your family in your charitable legacy.
17 views
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