529 Plans – What Are They and How Can They Become a Part of Your Comprehensive Financial Plan?
As college costs continue to increase each year, saving early has become increasingly critical to building a sound financial plan....
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As college costs continue to increase each year, saving early has become increasingly critical to building a sound financial plan....
Recently, 529 accounts have increased in popularity and received much attention due to their great benefits for college savings. The...
Carson Eddy has been with the firm since October of 2022. He serves as Associate Financial Planner with Waverly Advisors....
Now that the calendar has turned to 2022, we are focusing on the opportunities and challenges that may arise in...
As we enter the month of September, we’re typically celebrating the start of school and the beginning of college football...
If you receive a refund for educational expenses paid out of a 529 plan, you may need to take action...
Expanding and preserving your retirement savings—these are the primary goals of the new SECURE (Setting Every Community Up for Retirement...
On December 22, 2017, President Donald J. Trump signed into law “An Act to provide for reconciliation pursuant to titles...
After months of political wrangling, Congress has approved a tax reform bill that has been sent to President Trump to...
Amy Pollard is Senior Paraplanner with Waverly Advisors. Amy’s primary responsibilities include coordinating and interacting with clients on a variety...
Ah, fall! Crisp air, crunchy leaves, pumpkin everything and our favorite sport at Waverly Advisors — college football. In the...
As comprehensive financial advisors, we frequently have the opportunity to help clients plan for the education of their children or...