Hannah Boundy, CFA®, CFP®
Guiding the Conversation About Generational Conflicts of Interest
A few talking points for guiding a meaningful conversation around generational conflicts of interest.
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Yvonne Darby
- May 17
- 3 min
Is Your Life Insurance Policy Still Necessary?
How does your life insurance coverage fit into your overall financial plan?
12 views
Yvonne Darby
- Apr 20
- 4 min
Estate Planning at Any Age
Is it too soon to be thinking about an estate plan?
19 views
Hannah Boundy, CFA®, CFP®
- Apr 17
- 3 min
A Feel-Good Article About Generosity
The sustaining impact of generosity and how doing good is good for us.
32 views
Hannah Boundy, CFA®, CFP®
- Jan 11
- 3 min
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.
17 views
Vincent Chambers, Esq.
- Nov 9, 2022
- 4 min
Five Reasons You Should Have a Trust
You’d be hard-pressed to find a situation where having a trust is a “bad idea” – 5 reasons why a trust is a vital part of an estate plan.
46 views
Yvonne Darby
- Sep 14, 2022
- 2 min
How to Find the Right College Savings Plan for your Family: 529 vs. Coverdell ESA
When savings for kid’s college, consider the pros and cons of a Coverdell ESA vs. a 529 Plan.
33 views
Vincent Chambers, Esq.
- Sep 14, 2022
- 6 min
Defining the Different Estate Planning Documents
An overview of the most common estate planning documents: revocable trust, will, power of attorney, and advance health care directive.
63 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.
71 views
Hannah Boundy, CFA®, CFP®
- Aug 10, 2022
- 5 min
Making 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.
51 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.
55 views
Vincent Chambers, Esq.
- Jun 9, 2022
- 4 min
10 Questions to Ask When Interviewing a Corporate Trustee or Professional Fiduciary
When interviewing a potential corporate trustee or professional fiduciary, consider these 10 questions in making your decision.
230 views
Hannah Boundy, CFA®, CFP®
- Jun 8, 2022
- 4 min
Three Tax Shortfalls That Could Impact Your Living Legacy
When it comes to executing your living legacy, here are three potential tax mistakes that could set you back.
49 views
Yvonne Darby
- May 24, 2022
- 4 min
Do I Have Enough Life Insurance to Protect My Family?
Legacy Planning is for everyone [i], not simply when you’re reaching your later years. There are many ways that Legacy Planning takes...
53 views
Hannah Boundy, CFA®, CFP®
- May 11, 2022
- 4 min
Investing for Your Living Legacy in an Uncertain Environment
While uncertainty strains financial markets, stress testing your financial plan and investing defensively can help you weather the storm.
23 views
Vincent Chambers, Esq.
- Apr 20, 2022
- 3 min
Will Your Children Need Help Executing Your Will?
Reflect on your estate plan and empower your children to carry out your wishes.
63 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.
80 views
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