Hannah Boundy, CFA®, CFP®
Guiding the Conversation About Generational Conflicts of Interest
A few talking points for guiding a meaningful conversation around generational conflicts of interest.
top of page
Insights
Search
Yvonne Darby
- May 17
- 3 min
Is Your Life Insurance Policy Still Necessary?
How does your life insurance coverage fit into your overall financial plan?
12 views
Yvonne Darby
- Apr 20
- 4 min
Estate Planning at Any Age
Is it too soon to be thinking about an estate plan?
19 views
Yvonne Darby
- Mar 14
- 5 min
Generational Wealth, Not Just for the Elite
What is Generational Wealth and how do I create it for my family?
46 views
Yvonne Darby
- Jan 11
- 2 min
Increased Savings Opportunities in 2023
What you need to know about the IRS’ new contribution limits to retirement accounts.
17 views
Hannah Boundy, CFA®, CFP®
- Jan 11
- 3 min
How Exploring Regret Can Help You Live a Meaningful Legacy
A three-question framework to better understand your priorities and take steps to make them a reality.
17 views
Yvonne Darby
- Nov 9, 2022
- 3 min
What You Need to Know about the Social Security Benefit Increase
Understand how the 8.7% Social Security increase will impact you.
37 views
Hannah Boundy, CFA®, CFP®
- Nov 8, 2022
- 5 min
It’s All Gravy: 5 Tips for Building a Contented Legacy Plan
Five tips for discovering a contented retirement.
18 views
Matthew Davis, CFP®
- Aug 10, 2022
- 5 min
If You Don't Fly First Class, Your Heirs Will
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.
71 views
Hannah Boundy, CFA®, CFP®
- Aug 10, 2022
- 5 min
Making an Impact with Your Donor-Advised-Fund
A Donor-Advised-Fund is a great way for the charitably minded to make a meaningful difference while remaining financially efficient.
51 views
Hannah Boundy, CFA®, CFP®
- Jul 8, 2022
- 5 min
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.
55 views
Yvonne Darby
- Mar 10, 2022
- 4 min
What To Do When Your Spouse Dies
This checklist can help you take one step at a time and prioritize the decisions that need your attention.
80 views
Vincent Chambers, Esq.
- Feb 17, 2022
- 4 min
Legacy Planning: Not Just for Your Parents
An overview of Sherwood's Living Legacy Planning and a couple of key areas of interest: medical care and real estate.
62 views
Hannah Boundy, CFA®, CFP®
- Jan 21, 2022
- 5 min
Teaching the Grandkids to Ski: A Living Legacy Story
Introducing our newest service: Living Legacy Planning - a holistic approach to planning for those wanting to create their legacy now.
80 views
Yvonne Darby
- Jan 2, 2022
- 4 min
Should you list your Minor Children as Beneficiaries of your Retirement Accounts?
Do your due diligence to ensure that your children are taken care of should you and your spouse pass away while they are minors.
115 views
Vincent Chambers, Esq.
- Sep 28, 2021
- 5 min
5 Things to Consider When Inheriting Your Parents' House
Inheriting a house can be a financial rollercoaster. Here are five tips to help you manage the inheritance of your parents’ home.
99 views
Hannah Boundy, CFA®, CFP®
- Jan 14, 2021
- 4 min
Health Savings Accounts: A Tax Trifecta
An HSA is a tax-friendly account available to individuals or families covered by a high-deductible health insurance plan to pay for eligible
31 views
Hannah Boundy, CFA®, CFP®
- Oct 5, 2020
- 3 min
Is a Roth Conversion a Good Idea?
As the year draws down, many are considering the possibility of higher tax rates in the future, both as a result of a paying back the...
42 views
Hannah Boundy, CFA®, CFP®
- Jul 8, 2020
- 2 min
Staying Vigilant in the Face of Scams
According to the Consumer Financial Protection Bureau, scammers have adapted their ways to take advantage of the current pandemic.
21 views
Hannah Boundy, CFA®, CFP®
- Mar 13, 2020
- 3 min
Don't Panic. Plan.
While we can't prevent or even control uncertainty, we can prepare for it.
42 views
bottom of page