Hannah Boundy, CFA®, CFP®20 hours ago5 minRaising GiversIncorporating the research of Adam Grant on givers and takers sets our kids up to be successful contributors and collaborators.
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.
Yvonne DarbyJul 19, 20233 minA Legacy of Generosity Why giving matters and how to include your family in your charitable legacy.
Guest ContributorJun 14, 20232 minDonating Stock to Charity—Both You and the World BenefitWe all know how to donate cash to charity, but there’s another way that you can support your favorite causes: donating your stock.