Planning to Save

Written by Becky Hoover, CFP®, CPA, CDFA®, Partner, Wealth Advisor, and Director of Financial Planning on July 23, 2026

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We Asked AI to Build an Investment Portfolio

Written by Nik Schuurmans, CFA® on July 22, 2026

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Consider New Roth 401k Options

Written by Becky Hoover, CFP®, CPA, CDFA® on July 7, 2026

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Qualified Charitable Distributions

Written by Lisa M. Wood, CPA, MT, Tax Director on July 7, 2026

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Quarterly Review & Market Outlook – 2nd Quarter 2026

Written by Clay McDaniel, CFA® on July 7, 2026

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Beyond Writing a Check

Written by Thomas DiCesare - Partner, Wealth Advisor at Waverly Advisors, LLC on July 6, 2026

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Mid-Year Check In – Are Your 2026 Financial Goals on Track?

Written by Sami Gianella, CPA on July 1, 2026

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John Cox Monthly Economic Market Update – June 2026

Written by John B. Cox, CFA®, CAIA Partner, Chief Economist, Wealth Advisor on June 26, 2026

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New Fed, New Conundrum

Written by Nik Schuurmans, CFA® on June 17, 2026

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The Planning Conversation I Thought Could Wait

Written by Rob Simon, MSFP, CFP®, AEP®, CAP®, Partner, Wealth Advisor – Waverly Advisors, LLC, Jacksonville, FL on June 15, 2026

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Waverly Secure – Critical Access

Written on June 15, 2026

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Could Your IRA Become Your Family’s Most Taxed Asset?

Written by Thomas DiCesare - Partner, Wealth Advisor at Waverly Advisors, LLC on June 11, 2026

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NIL Athletes: Protect Your Privacy and Identity

Written by Elizabeth Brasher, J.D., CDFA®, CWS, Partner, Wealth Advisor, Waverly Women Practice Leader and Ben Logan, CFP®, Partner, Wealth Advisor on June 10, 2026

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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

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A $1,000 Head Start: What Parents and Grandparents Should Know Before July

Written on June 4, 2026

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Midyear Financial Review: What Matters Now

Written on June 1, 2026

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