Generations Financial Planning Series: Millennials and Generation X Parents of Generation Alpha May 27, 2026
NIL Income: What You Keep, Spend, and Invest Written by Carson Eddy, CFP®, Financial Planner and Elizabeth Brasher, J.D., CDFA®, CWS Partner, Wealth Advisor, Waverly Women Practice Leader on June 4, 2026
From Headlines to Headwinds: Written by Edward L. Carlisle, CFP®, JD, Partner, Wealth Advisor on July 24, 2025 View
Quarterly Review & Market Outlook – 2nd Quarter 2025 Written by Clay McDaniel, CFA® & John B. Cox, CFA®, CAIA on July 14, 2025 View
“After 50 years in the same chair, guiding clients through tax planning, estate planning, and wealth management, I know what matters most: consistency, trust, and walking the long road together.” Written on July 7, 2025 View
“We come from different generations, but we share decades of experience—and the belief that great advice is built on trust, not trends.” Written on July 7, 2025 View
Rethinking Legal Fee Deferrals Written by Joseph R. McNair, CFP®, JD, CPA; Chris Register, CFP®; and David M. Foreman, CFP® - Partners and Wealth Advisors at Waverly Advisors, LLC on June 16, 2025 View
Is Your 401(k) on Track — or Just on Autopilot? Written by Rhonda K. Holifield, CFP® - Partner, Wealth Advisor at Waverly Advisors, LLC on June 6, 2025 View
Retire with Confidence: Are You Ready? Written by Chris Register, CFP® - Partner, Wealth Advisor at Waverly Advisors, LLC on June 4, 2025 View
So, You’ve Inherited an IRA: What’s Next? Written by Scott Collins, JD, LL.M - Partner, Wealth Advisor at Waverly Advisors, LLC on May 20, 2025 View
Financial Challenges Physicians Face and How to Overcome Them Written by Wesley Martin, CFP® - Associate Wealth Advisor at Waverly Advisors, LLC on May 5, 2025 View
Beyond the Nest Egg: Net Unrealized Appreciation and Its Role in Retirement Planning Written on April 25, 2025 View
The Tax-Smart Executive: Strategies for Managing Individual and Corporate Tax Liabilities Written on April 10, 2025 View
The Importance of Mental Resilience for Wealthy Investors in Achieving Retirement Goals Written by Pete Lauter, AAMS® - Wealth Advisor at Waverly Advisors, LLC on April 7, 2025 View
Quarterly Review & Market Outlook – 1st Quarter 2025 Written by Clay McDaniel, CFA® & John B. Cox, CFA®, CAIA on April 4, 2025 View
Download the Top 10 Questions You Need to Ask Yourself If You Have an Existing Retirement Plan Written on March 31, 2025 View
Bridging Generations: A Guide to Family Wealth, Legacy, and Preparing Heirs Written on March 31, 2025 View
