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     Meaningful Finance for the Modern Day Gal

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    Hannah
    • Mar 25, 2021
    • 3 min

    Are You On Track?

    One of the most asked questions regarding financial planning is: “Am I on track?”

    24 views
    Hannah
    • Mar 18, 2021
    • 4 min

    Maximize Your Generosity

    While it was a challenging year, 2020 also brought out the best in us.

    19 views
    Hannah
    • Jan 29, 2021
    • 1 min

    Updated Contributions Limits for 2021

    At the beginning of each year, the IRS updates contribution limits for various savings vehicles to allow for the increased cost of living.

    27 views
    Hannah
    • Jan 27, 2021
    • 3 min

    Don't Wait to Plan for Your Estate

    We want our hard-earned wealth to benefit those we love – be it our children, grandchildren, or charities engaging in work that we care abou

    18 views
    Hannah
    • Oct 29, 2020
    • 3 min

    Is a Roth Conversion Right for You?

    As the year draws down, many are considering the possibility of higher tax rates in the future, both as a result of paying back the...

    17 views
    Hannah
    • Aug 20, 2020
    • 2 min

    The Importance of Healthcare Directives

    Having an estate plan in place is one of the best ways to plan for the uncertainties of life, particularly if you have specific...

    23 views
    Hannah
    • Jun 16, 2020
    • 4 min

    What Do You Value?

    The more I learn about people and money, the more I'm convinced that wealth is just a conduit for expressing our values. It's a...

    32 views
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    Contact Us!

    hannah.boundy@sherwoodfp.com

    Arvada, Colorado

    Westlake Village, California

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