Essential Estate Planning: Understanding the Key Documents and Strategies That Protect Your Assets, Wishes, and Family’s Future. March 19, 2026
Turning Required Distributions into Charitable Impact Written by Ryan Moore, CFP® - Financial Planner, Waverly Advisors, LLC on March 23, 2026
Transferring a Family Business: Planning for the Next Generation Written by Steven M. Gronceski, CFP®, AIF® – Partner, Wealth Advisor, Waverly Advisors, LLC on March 20, 2026
Essential Estate Planning: Understanding the Key Documents and Strategies That Protect Your Assets, Wishes, and Family’s Future. Written by Tracy E. Travis, CES™, CEPA, CFP - Financial Planner, Waverly Advisors, LLC on March 19, 2026
Financial Planning During a Pandemic: Dos and Don’ts Written by Kelly Clary and Jack Adams, QPFC on October 6, 2020 View
Five Points to Consider for Successful Estate Planning During COVID-19 Written by Gregory E. Sellers, CPA, AEP® on July 24, 2020 View
2020 Midyear Review: Positive Movements in the Markets Contrast the Economic Effects of COVID-19 [Plus the Economic Indicators Providing Hope] Written by John B. Cox, CFA, CAIA on July 6, 2020 View
Financial Planning During a Pandemic: Two Ways to Avoid Tax Consequences from Educational Refunds Written by Ashley D. Tucker on May 8, 2020 View
Financial Planning During a Pandemic: Four Practical Ways to Respond to a Financial Emergency Written by Joseph R. McNair, CFP®, JD, CPA on April 30, 2020 View
Financial Planning During a Pandemic: Three Key Actions to Consider Right Now Written by Joseph R. McNair, CFP®, JD, CPA on April 23, 2020 View
Financial Planning During a Pandemic: We’ve Planned for This (A Retirement Plan Reminder in the Midst of COVID-19) Written by David M. Foreman, CFP® on April 20, 2020 View
First Quarter 2020: Unprecedented Times and the Need to Focus on the Long-Term Written by John B. Cox, CFA, CAIA on April 1, 2020 View
Coronavirus Q&A: What Many Are Asking About the State of our Economy and the Global Markets Written by Melanie L. Nichols, CFA, CFP® and Joshua G. Miller, CPA, CFA, CIPM on March 11, 2020 View
