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
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
Beyond the Nest Egg: Net Unrealized Appreciation and Its Role in Retirement Planning Written on April 25, 2025
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
