Hannah Boundy, CFA®, CFP®Aug 22, 20233 minWhy 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.
Hannah Boundy, CFA®, CFP®Jun 14, 20236 min5 Tips for Raising Kids in the Face of a Large InheritanceFive tips for encouraging your kids to build autonomy, that a financial gift might be a blessing and not a curse.
