Hannah Boundy, CFA®, CFP®
How Exploring Regret Can Help You Live a Meaningful Legacy
A three-question framework to better understand your priorities and take steps to make them a reality.
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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.
21 views
Hannah Boundy, CFA®, CFP®
- Nov 8, 2022
- 5 min
It’s All Gravy: 5 Tips for Building a Contented Legacy Plan
Five tips for discovering a contented retirement.
18 views
Hannah Boundy, CFA®, CFP®
- Oct 12, 2022
- 4 min
Weathering a Downturn for an Enduring Legacy
As we prepare for continued volatility, we want to share some of our thoughts on the economy to help you weather this current environment.
35 views
Hannah Boundy, CFA®, CFP®
- Jul 8, 2022
- 5 min
Five Ways to Live Your Legacy While You’re Still Working
Practice living your legacy now while you’re still working in preparation for living your financial legacy in retirement.
39 views
Hannah Boundy, CFA®, CFP®
- Jun 6, 2022
- 1 min
2022 Family Wealth and Values Conference Recap
A recap of our 2022 Family Wealth and Values Conference.
20 views
Hannah Boundy, CFA®, CFP®
- Apr 20, 2022
- 3 min
Inflation and the Rising Cost of Your Living Legacy
How Monte Carlo testing can help reassure you of your financial plans in the face of higher inflation.
45 views
Yvonne Darby
- Mar 10, 2022
- 4 min
What To Do When Your Spouse Dies
This checklist can help you take one step at a time and prioritize the decisions that need your attention.
76 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.
61 views
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