Incorporating the research of Adam Grant on givers and takers sets our kids up to be successful contributors and collaborators.

Three tips for how to intentionally engage with our wealth and fight the inertia of money.

The benefits of having a financial advisor and planner in your corner.

A few thoughts on the impacts of a government shutdown and how it might affect your legacy.

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. 

Looking for meaning in the good, the true, and the beautiful and utilizing planning to maximize your impact.

Like so many other things in life, when it comes to legal advice – you get what you pay for.

Why giving matters and how to include your family in your charitable legacy.

Five tips for encouraging your kids to build autonomy, that a financial gift might be a blessing and not a curse.

A few talking points for guiding a meaningful conversation around generational conflicts of interest.

How does your life insurance coverage fit into your overall financial plan?

Is it too soon to be thinking about an estate plan?

The sustaining impact of generosity and how doing good is good for us. 

A three-question framework to better understand your priorities and take steps to make them a reality.

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.

When savings for kid’s college, consider the pros and cons of a Coverdell ESA vs. a 529 Plan.

An overview of the most common estate planning documents: revocable trust, will, power of attorney, and advance health care directive.

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. 

A Donor-Advised-Fund is a great way for the charitably minded to make a meaningful difference while remaining financially efficient.

Practice living your legacy now while you’re still working in preparation for living your financial legacy in retirement.