Legacy Lounge
Why Mid-Year is the Smartest Time to Review Your Life Insurance Policy
21st July 2025
Life insurance is a cornerstone of any smart, holistic financial plan. But like any good plan, it deserves regular attention and adjustment. A mid-year review can ensure your coverage keeps pace with your goals and help you avoid surprises down the line.
Women and the Great Wealth Transfer: A Defining Financial Moment
5th May 2025
In the quiet aftermath of the COVID-19 pandemic, an economic transformation has been gaining momentum with little fanfare: the largest intergenerational transfer of wealth in human history. At its center stand millions of women, poised to become the primary stewards of family fortunes built over generations.
Get to Know Samir Sinha
8th April 2025
As part of our series where we get to know more about the Stavis Wealth team, this month we sat down with Samir Sinha, our Chief Investment Officer.
Get to Know Vanessa Blank
3rd December 2024
As part of our series where we get to know more about the Stavis Wealth team, this month we sat down with Vanessa Blank, our Administrative Director.
Get to Know Jenna Andryeyeva
13th November 2024
As part of our series where we get to know more about the Stavis Wealth team, this month we sat down with Jenna Andryeyeva, our Director of Advisory Services.
Get to Know Chelsea Stavis
28th August 2024
As part of our series where we get to know more about the Stavis Wealth team, this month we sat down with our Co-Founder and Chief Strategic Officer, Chelsea Stavis
A Surprising Tool to Maximize Your Charitable Giving
24th July 2024
Engaging in charitable activities not only supports organizations in achieving their missions but also brings a sense of fulfillment to the donor. Additionally, there are several practical benefits, such as tax advantages, associated with charitable giving.
Just Like Peanut Butter and Jelly: Why Estate Planning and Life Insurance are Made for Each Other
19th June 2024
While many people understand that estate planning is a critical aspect of financial and wealth management, life insurance often goes underappreciated or missed all together as part of that process. However, life can help facilitate estate planning goals around wealth transfer, managing estate taxes and providing financial security for successful families.