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
Considering Your Home Equity as You Approach Retirement Written by Barry Prim, MBA on April 3, 2019 View
Untangling the Maze of Retirement Accounts: What is a Roth? Written by Joseph McNair, CFP®, JD, CPA on January 3, 2019 View
Three Steps Toward Making the Greatest Impact with Your Charitable Giving Written by Melanie Nichols, CFA, CFP® on August 14, 2018 View
