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How to Protect Your Financial Health from IRS, Bank, and Medical Scams
How to Protect Your Financial Health from IRS, Bank, and Medical Scams by A. Scott White, CFP® , ChFC® , CLU® President, Scott White Advisors With the advancement of technological systems, scams are...
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5 Changes to Know About Required Minimum Distribution Rules in 2023
5 Changes to Know About Required Minimum Distribution Rules in 2023 by A. Scott White, CFP®, ChFC®, CLU; President, Scott White Advisors Setting Every Community Up for Retirement Enhancement Act...
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Weathering Financial Storms
Weathering Financial Storms by A. Scott White, CFP®, ChFC®, CLU; President, Scott White Advisors As a certified financial planner here in Florida, I’ve seen my fair share of natural disasters and the...
View Article3 Financial Steps to Ease Your Transition Into Retirement
3 Financial Steps to Ease Your Transition Into Retirement by A. Scott White, CFP®, ChFC®, CLU; President, Scott White Advisors No matter your current financial situation, retirement is an enormous...
View ArticlePhysical and Mental Benefits of Pet Ownership in Retirement
From lovable cartoon characters to childhood companions, pets are a heartwarming reminder of good times. But furry friends are for the young of heart, not just the young of age. In fact, pet ownership...
View Article7 Ways to Maintain a Healthy Brain
7 Ways to Maintain a Healthy Brain by A. Scott White, CFP®, ChFC, CLU President, Scott White Advisors Maintaining a healthy brain is always a beneficial practice, but particularly when considering...
View ArticleSuccess During the “Great Wealth Transfer”
Success During the “Great Wealth Transfer” by A. Scott White, CFP®, ChFC, CLU President, Scott White Advisors Since 2019 we’ve been hearing about the Great Wealth Transfer – where Baby Boomers are...
View ArticleFinancial Aid Changes from CAA Legislation Extends into 2023
Financial Aid Changes from CAA Legislation Extends into 2023 By A. Scott White, CFP®, ChFC®, CLU® President, Scott White Advisors Though now the worst of it remains in the rearview mirror, the Covid-19...
View ArticleTake Quick Action Now to Enhance Your Online Security in 2023
Take Quick Action Now to Enhance Your Online Security in 2023 Perhaps you know a friend whose email was hacked. Maybe your data was part of a large online breach. Or possibly you’ve been a victim of...
View ArticlePhilanthropy: 5 Steps to Evaluate Charities for Year-End Donations
Philanthropy: 5 Steps to Evaluate Charities for Year-End Donations by A. Scott White, CFP®, ChFC®, CLU; President, Scott White Advisors As the holiday season approaches, your mailbox and email will...
View ArticleFinancial Planning Extends to Your Community and Causes with National...
Financial Planning Extends to Your Community and Causes with National Nonprofit Day by A. Scott White, CFP®, ChFC, CLU President, Scott White Advisors August 17th marks a compelling day for...
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Retirement and Charitable Giving
Retirement and Charitable Giving by A. Scott White, CFP®, ChFC®, CLU® President, Scott White Advisors In financial terms, we refer to retirement as the ‘asset distribution phase’ of life—the time when...
View ArticleThe Emotional Aspects of Retirement
The Emotional Aspects of Retirement By A. Scott White, CFP®, ChFC®, CLU® President, Scott White Advisors Are you, or someone you know, thinking about retiring? In addition to the financial...
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A New Look For Your Social Security Statement
A New Look For Your Social Security Statement The personal Social Security statement, created to help Americans understand the Social Security benefits they might be entitled to, has been redesigned...
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Graduation: A Time of Celebration and Increased Responsibility
Graduation: A Time of Celebration and Increased Responsibility June is traditionally considered to be graduation season. Though children and grandchildren would like to celebrate the end of school,...
View ArticleKids and Money: Many Financial Habits are Set by Age 7
Kids and Money: Many Financial Habits are Set by Age 7 by A. Scott White, CFP®, ChFC®, CLU® President, Scott White Advisors Research shows that kids’ financial habits may be set by age 7—which means...
View ArticleConsumer Fraud Is Big Business
Consumer Fraud Is Big Business by A. Scott White, CFP®, ChFC, CLU President, Scott White Advisors Consumer fraud is so big that the Federal Trade Commission has declared March 6 – 12, 2022 as National...
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A Time for Weddings—and Prenuptials
A Time for Weddings—and Prenuptials by A. Scott White, CFP®, ChFC, CLU President, Scott White Advisors Weddings are a time of joy and excitement. So it’s not surprising that some engaged couples don’t...
View ArticleHelping Beneficiaries Succeed—and Promoting Family Harmony
Helping Beneficiaries Succeed—and Promoting Family Harmony by A. Scott White, CFP®, ChFC®, CLU® President, Scott White Advisors Over the next 30 years, Americans will transfer trillions in wealth from...
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Disaster Preparation: Do This Now
Disaster Preparation: Do This Now by A. Scott White, CFP®, ChFC®, CLU® President, Scott White Advisors A friend in Colorado told me her family received pre-evacuation orders recently. Their home was in...
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