Hannah Boundy, CFA®, CFP®
Freeing Your Attention
Reflections on finite resources and how best to assign them to our goals and values.
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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
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
Hannah Boundy, CFA®, CFP®
- Jun 6, 2022
- 1 min
2022 Family Wealth and Values Conference Recap
A recap of our 2022 Family Wealth and Values Conference.
32 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.
240 views
Vincent Chambers, Esq.
- Dec 2, 2021
- 6 min
“The Talk”: How to Have Difficult End of Life Conversations with Your Parents
Here are six steps for establishing productive, respectful end of life conversations with your parents.
68 views
Michael Davis, CPA
- Oct 13, 2021
- 3 min
Estate Tax versus Inheritance Tax: Who Pays and Does It Apply to You?
It is essential to understand the differences between the estate tax and inheritance tax and how they might apply to you.
89 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.
109 views
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