Hannah Boundy, CFA®, CFP®
Raising Givers
Incorporating the research of Adam Grant on givers and takers sets our kids up to be successful contributors and collaborators.
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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
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
- Apr 20, 2023
- 4 min
Estate Planning at Any Age
Is it too soon to be thinking about an estate plan?
27 views
Hannah Boundy, CFA®, CFP®
- Apr 17, 2023
- 3 min
A Feel-Good Article About Generosity
The sustaining impact of generosity and how doing good is good for us.
37 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
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.
42 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
Yvonne Darby
- May 24, 2022
- 4 min
Do I Have Enough Life Insurance to Protect My Family?
Legacy Planning is for everyone [i], not simply when you’re reaching your later years. There are many ways that Legacy Planning takes...
57 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.
83 views
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