Hannah Boundy, CFA®, CFP®Oct 266 minLiving Intentionally with Our Wealth Three tips for how to intentionally engage with our wealth and fight the inertia of money.
Vincent Chambers, Esq.Sep 295 minPreserving Wealth with a Spousal Lifetime Access Trust (SLAT) An overview of SLATs, when one might be appropriate, and potential drawbacks.
Yvonne DarbySep 285 minWhy your Financial Planner needs a Financial PlannerThe benefits of having a financial advisor and planner in your corner.
Hannah Boundy, CFA®, CFP®Sep 287 minLegacy 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.
Yvonne DarbyAug 224 minWhat'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
Hannah Boundy, CFA®, CFP®Aug 223 minWhy 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®Jul 193 minThe Price of Cheap Legal AdviceLike so many other things in life, when it comes to legal advice – you get what you pay for.
Yvonne DarbyJul 193 minA Legacy of Generosity Why giving matters and how to include your family in your charitable legacy.