Hannah Boundy, CFA®, CFP®
2023 Economic Outlook
Matthew Davis presents our 2023 Economic Outlook with insights into recent economic events and thoughts on where we might be headed.
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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
Vincent Chambers, Esq.
- Dec 7, 2022
- 6 min
My Parent Has Dementia – What Do I Do?
A few steps you can take when your parent has dementia.
25 views
Matthew Davis, CFP®
- Dec 7, 2022
- 4 min
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.
35 views
Vincent Chambers, Esq.
- Nov 9, 2022
- 4 min
Five Reasons You Should Have a Trust
You’d be hard-pressed to find a situation where having a trust is a “bad idea” – 5 reasons why a trust is a vital part of an estate plan.
46 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
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