529 Plans – What Are They and How Can They Become a Part of Your Comprehensive Financial Plan?
As college costs continue to increase each year, saving early has become increasingly critical to building a sound financial plan....
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As college costs continue to increase each year, saving early has become increasingly critical to building a sound financial plan....
Recently, 529 accounts have increased in popularity and received much attention due to their great benefits for college savings. The...
Christopher Brooks, CFP® joined Waverly Advisors in December 2025 as an Associate Wealth Advisor. He brings several years of experience...
Dana C. Benson joined Waverly Advisors in September of 2025 following the acquisition of Pacific Portfolio Consulting, LLC by Waverly...
FJ Pendergast joined Waverly Advisors in March 2025 following the acquisition of certain assets of NBW Capital, LLC by Waverly...
If you or someone you know is a parent of one of the over 18 million students headed off to begin or...
Now that the calendar has turned to 2022, we are focusing on the opportunities and challenges that may arise in...
As we enter the month of September, we’re typically celebrating the start of school and the beginning of college football...
If you receive a refund for educational expenses paid out of a 529 plan, you may need to take action...
Expanding and preserving your retirement savings—these are the primary goals of the new SECURE (Setting Every Community Up for Retirement...
On December 22, 2017, President Donald J. Trump signed into law “An Act to provide for reconciliation pursuant to titles...
After months of political wrangling, Congress has approved a tax reform bill that has been sent to President Trump to...
Amy Pollard is Senior Paraplanner with Waverly Advisors. Amy’s primary responsibilities include coordinating and interacting with clients on a variety...
Ah, fall! Crisp air, crunchy leaves, pumpkin everything and our favorite sport at Waverly Advisors — college football. In the...
As comprehensive financial advisors, we frequently have the opportunity to help clients plan for the education of their children or...