Matthew Davis, CFP®Aug 10, 20225 min readIf You Don't Fly First Class, Your Heirs WillCo-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.
Hannah Boundy, CFA®, CFP®Aug 10, 20225 min readMaking 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.
