Hannah Boundy, CFA®, CFP®
Raising Givers
Incorporating the research of Adam Grant on givers and takers sets our kids up to be successful contributors and collaborators.
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Hannah Boundy, CFA®, CFP®
- Oct 26, 2023
- 6 min
Living Intentionally with Our Wealth
Three tips for how to intentionally engage with our wealth and fight the inertia of money.
41 views
Yvonne Darby
- Aug 22, 2023
- 4 min
What's the Best Way to Save for My Child's or Grandchild's Future?
With so many options and so many unknown future variables, here’s a quick guide on the most efficient way to save for your kid’s future.
21 views
Hannah Boundy, CFA®, CFP®
- Jun 14, 2023
- 6 min
5 Tips for Raising Kids in the Face of a Large Inheritance
Five tips for encouraging your kids to build autonomy, that a financial gift might be a blessing and not a curse.
44 views
Hannah Boundy, CFA®, CFP®
- May 17, 2023
- 3 min
Guiding the Conversation About Generational Conflicts of Interest
A few talking points for guiding a meaningful conversation around generational conflicts of interest.
23 views
Hannah Boundy, CFA®, CFP®
- Feb 22, 2023
- 3 min
Permission to Leave Your Mark
How financial quarterbacking can maximize your impact, now and into the future.
45 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
Matthew Davis, CFP®
- Aug 10, 2022
- 5 min
If You Don't Fly First Class, Your Heirs Will
Co-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.
94 views
Matthew Davis, CFP®
- Nov 1, 2021
- 4 min
When It Comes to Inheritance, Is Fair Always Equal?
Matthew Davis shares his thoughts on providing a fair division of assets when it comes to leaving an inheritance.
67 views
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