Hannah Boundy, CFA®, CFP®
The Origins of the Kiddie Tax and 3 Ways to Invest (Tax-Efficiently) for Your Kids Â
A few great ways to help invest for and in your kids in a tax-efficient manner.
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Hannah Boundy, CFA®, CFP®
- Oct 26, 2023
- 6 min
Living Intentionally with Our Wealth
Three tips for how to intentionally engage with our wealth and fight the inertia of money.
41 views
Vincent Chambers, Esq.
- Sep 29, 2023
- 5 min
Preserving Wealth with a Spousal Lifetime Access Trust (SLAT)
An overview of SLATs, when one might be appropriate, and potential drawbacks.
19 views
Yvonne Darby
- Sep 28, 2023
- 5 min
Why your Financial Planner needs a Financial Planner
The benefits of having a financial advisor and planner in your corner.
41 views
Yvonne Darby
- Aug 22, 2023
- 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
21 views
Hannah Boundy, CFA®, CFP®
- Aug 22, 2023
- 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.
48 views
Yvonne Darby
- Jul 19, 2023
- 3 min
A Legacy of Generosity
Why giving matters and how to include your family in your charitable legacy.
21 views
Guest Contributor
- Jun 14, 2023
- 2 min
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.
21 views
Hannah Boundy, CFA®, CFP®
- Jun 14, 2023
- 6 min
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.
44 views
Hannah Boundy, CFA®, CFP®
- May 17, 2023
- 3 min
Guiding the Conversation About Generational Conflicts of Interest
A few talking points for guiding a meaningful conversation around generational conflicts of interest.
23 views
Yvonne Darby
- May 17, 2023
- 3 min
Is Your Life Insurance Policy Still Necessary?
How does your life insurance coverage fit into your overall financial plan?
19 views
Yvonne Darby
- Apr 20, 2023
- 4 min
Estate Planning at Any Age
Is it too soon to be thinking about an estate plan?
27 views
Yvonne Darby
- Mar 14, 2023
- 5 min
Generational Wealth, Not Just for the Elite
What is Generational Wealth and how do I create it for my family?Â
50 views
Yvonne Darby
- Jan 11, 2023
- 2 min
Increased Savings Opportunities in 2023
What you need to know about the IRS’ new contribution limits to retirement accounts.
19 views
Hannah Boundy, CFA®, CFP®
- Jan 11, 2023
- 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.
22 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.
38 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.Â
32 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.Â
93 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.
55 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.
57 views
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