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
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
Retire with Confidence: Are You Ready? Written by Chris Register, CFP® - Partner, Wealth Advisor at Waverly Advisors, LLC on June 4, 2025
Quarterly Review & Market Outlook – 1st Quarter 2024 Written by Clay McDaniel, CFA & John B. Cox, CFA, CAIA on April 15, 2024 View
2024 Social Security and Medicare Changes: What to Know Written by Gavin Gillison, CFP® on February 16, 2024 View
Quarterly Review & Market Outlook – 4th Quarter 2023 Written by Clay McDaniel, CFA & John B. Cox, CFA, CAIA on January 9, 2024 View
Year-End Planning Strategies to Consider Written by Harrison DeShazo and Glenda Molina, CFP® on October 31, 2023 View
Avoid Surprises by Making the Most of Medicare’s Open Enrollment Period Written by Ashley D. Tucker, CFP® on October 31, 2023 View
Quarterly Review and Outlook – Q3 2023 Written by Clay McDaniel, CFA & John B. Cox, CFA, CAIA on October 6, 2023 View
