Generations Financial Planning Series: Millennials and Generation X Parents of Generation Alpha

In this video, Chrissy Israel, ChFC®, Wealth Advisor in Waverly Advisors’ Dayton, Ohio office, and Carson Eddy, CFP®, Financial Planner in the Birmingham, Alabama office, continue our Generations Financial Planning Series with a focus on Millennials and Generation X parents of Generation Alpha. As families grow and financial responsibilities expand, this stage of life often brings new planning considerations, from protecting children and structuring estate documents to evaluating insurance coverage and planning for future education expenses. In this episode, they explore: • Estate planning fundamentals, including wills, healthcare directives, powers of attorney, and trusts • The importance of reviewing beneficiary designations across retirement accounts, insurance policies, and bank accounts • Planning for digital assets, including cryptocurrency and online accounts • Evaluating life insurance needs to help protect income, lifestyle, and long-term family goals • Reviewing employer benefits, including disability coverage and open enrollment opportunities • Understanding how major life events — such as new jobs, new children, or relocation — may warrant plan updates • College planning strategies, including 529 plans, custodial accounts, brokerage accounts, and other education funding options • The importance of tax awareness when structuring education and savings strategies The key takeaway: As financial complexity increases, coordination across estate planning, insurance, employer benefits, and education funding becomes increasingly important. Thoughtful planning during this phase can help families align protection, flexibility, and long-term goals. Stay tuned for the next episode in this series, where we turn our focus to Generation X and explore financial planning considerations as retirement planning begins to take center stage. Video recorded on Monday, May 11, 2026 Please see important disclosures: https://waverly-advisors.com/otherimp... Connect with Chrissy and Carson: Chrissy Israel, ChFC® Wealth Advisor Dayton, Ohio Office Email: [email protected] Phone: 326.220.2165 Carson Eddy, CFP® Financial Planner Birmingham, Alabama Office Email: [email protected] Phone: 205.314.6212 About Waverly Advisors, LLC Waverly Advisors, LLC is a nationwide wealth management firm dedicated to serving high-net-worth individuals, families, business owners, executives, and institutions. We take a holistic approach to wealth management, addressing investments, tax strategy, estate planning, charitable trust services, corporate retirement plans, and more. LinkedIn:   / waverlyadvisors-llc   Facebook:   / waverlyadvisorsllc   Instagram:   / waverlyadvisors   Music Credit Eternal Echoes - Ariel Shalom Artlist.com