Hannah Boundy, CFA®, CFP®
Weathering a Downturn for an Enduring Legacy
As we prepare for continued volatility, we want to share some of our thoughts on the economy to help you weather this current environment.
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Yvonne Darby
- Sep 14, 2022
- 2 min
How to Find the Right College Savings Plan for your Family: 529 vs. Coverdell ESA
When savings for kid’s college, consider the pros and cons of a Coverdell ESA vs. a 529 Plan.
35 views
Vincent Chambers, Esq.
- Sep 14, 2022
- 6 min
Defining the Different Estate Planning Documents
An overview of the most common estate planning documents: revocable trust, will, power of attorney, and advance health care directive.
67 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
72 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.
54 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.
56 views
Vincent Chambers, Esq.
- Jun 9, 2022
- 4 min
10 Questions to Ask When Interviewing a Corporate Trustee or Professional Fiduciary
When interviewing a potential corporate trustee or professional fiduciary, consider these 10 questions in making your decision.
489 views
Hannah Boundy, CFA®, CFP®
- Jun 8, 2022
- 4 min
Three Tax Shortfalls That Could Impact Your Living Legacy
When it comes to executing your living legacy, here are three potential tax mistakes that could set you back.Â
51 views
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