Generations Financial Planning Series: Generation X – Navigating Peak Complexity

Written by Harrison DeShazo, CFP®, Associate Wealth Advisor and Sean Lacey, CFP®, CIMA®, CRPC™, Wealth Advisor at Waverly Advisors, LLC 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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Generations Financial Planning Series: Millennials and Generation X Parents of Generation Alpha

Written by Chrissy Israel, ChFC®, Wealth Advisor and Carson Eddy, CFP®, Financial Planner at Waverly Advisors, LLC on May 27, 2026

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John Cox Monthly Economic Market Update – May 2026

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

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Generations Financial Planning Series: Millennials

Written by Harrison DeShazo, CFP®, Associate Wealth Advisor and Dalton Clary, CFP®, CKA®, Financial Planner at Waverly Advisors, LLC on May 21, 2026

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5 Things the Happiest Retirees Do Differently

Written by Tim Metz and Sami Gianella, CPA on May 19, 2026

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Charitable Giving with Purpose: Maximizing Donor-Advised Funds and Charitable Remainder Trusts

Written by Becky Hoover, CFP®, CPA, CDFA® - Partner, Wealth Advisor, Director of Financial Planning on May 12, 2026

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Waverly Secure – Small Digital Habits Can Create Larger Cybersecurity Risks

Written on May 7, 2026

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Beyond the Basics: Roth IRA Conversion Strategies for High Earners

Written by Jeremy D. Schares, CFP®, CRPC® - Partner, Regional Director, Wealth Advisor on May 7, 2026

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Starting Point Matters

Written by Nik Schuurmans, CFA® on May 6, 2026

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