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Hannah Boundy, CFA®, CFP®
Apr 23, 20245 min read
Raising Givers
Incorporating the research of Adam Grant on givers and takers sets our kids up to be successful contributors and collaborators.
22 views
Hannah Boundy, CFA®, CFP®
Aug 22, 20233 min read
Why 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.
50 views
Yvonne Darby
Jul 19, 20233 min read
A Legacy of Generosity
Why giving matters and how to include your family in your charitable legacy.
21 views
Guest Contributor
Jun 14, 20232 min read
Donating Stock to Charity—Both You and the World Benefit
We all know how to donate cash to charity, but there’s another way that you can support your favorite causes: donating your stock.
21 views
Hannah Boundy, CFA®, CFP®
Apr 17, 20233 min read
A Feel-Good Article About Generosity
The sustaining impact of generosity and how doing good is good for us.Â
37 views
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