Matthew Davis, CFP®Dec 7, 20224 min readPrompting Difficult Conversations With Your ParentsPartners Matthew Davis and Hannah Boundy discuss prompting a conversation with your parents about their estate plans and wishes.
Hannah Boundy, CFA®, CFP®Jul 8, 20225 min readFive 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.