Organize Financial Records Before Disaster Strikes: Five Steps to Take Now
Protecting financial records by creating a fire-safe and easily transportable document box will make a traumatic evacuation or disaster recovery process easier for you and your loved ones. […]
Black Monday May Feel Like the First Time – But it Wasn’t
by Scott White, CFP®, ChFC, CLU
Remember the song, “It Feels Like the First Time” recorded by the rock group Foreigner? When markets opened several percent lower on March 9, 2020, some investors panicked, reacting like it was the first time that had happened. But it wasn’t the first time—and it won’t be the last. […]
5 Reasons to Fulfill Your Philanthropic Vision with a Community Foundation
by Scott White, CFP®, ChFC, CLU
If you want to support your local community with charitable donations, you may want to consider partnering with your local community foundation. Organized as a nonprofit philanthropic entity for the broad-based public benefit of the residents within a given area, each community foundation is governed by a local board of directors.
The primary purpose of a community […]
Paperwork Challenges after a Spouse Dies
Reduce the stress through proper financial planning
by A. Scott White, CFP®, ChFC, CLU
When you’ve lost your spouse and you’re grieving, the last thing you want to think about is dealing with paperwork. Yet unfortunately, major financial issues and decisions arise when a spouse dies, and those must be handled.
One sure way to provide comfort and […]
How to Evaluate Charities for Year-End Donations: 5 Steps to Streamline Your Process
by A. Scott White, CFP®, ChFC, CLU
As the holiday season approaches, your mailbox and email will fill with donation requests from charities. Lots of charities. In its 2016 Data Book the IRS reported that there are 1.8 million registered nonprofit organizations, and the number is growing each year. In 2016 alone, about 80,000 charities were added.
If you’re like me, you want to make a […]
How to be a Gift Maker
I was honored to be part of the recent Gift Makers photo and newsletter article with the Southwest Florida Community Foundation (SWFLCF). They are using the term Gift Maker for those who make gifts happen or create other charitable opportunities to benefit our community. I’ve been part of the […]
Spring Clean Your Finances for Retirement Planning Success
Spring typically brings flowers in our yards, cleaning in our houses, and taxes. For most of us, our finances could also use a yearly cleaning to allow for growth and ensure current financial planning supports our road map to retirement. Below are some activities we suggest to […]
Women and Finances: Have gains been achieved in 200 years of financial rights?
Though women may be still struggling with fair pay in the workplace, they expect the same financial rights as men. However, those rights were not always equal, or even an option. In honor of Women’s History Month, we are sharing the history […]
LOVE AND FINANCES
In the month of February most people are talking about love and romance. But what happens when February is over? What about those of us who talk about finances every month? Can there be an intersection of love and finances this month?Yes, we think so. Often times, money adds stress to relationships. […]
Choosing a Financial Planner: How to Select an Advisor to Help You Achieve Your Goals
by A. Scott White, CFP®, ChFC, CLU President, Scott White Advisors What’s the first thing that comes to mind when you hear the words “financial planner?” A common response might be, “A professional who gives investment advice.” And that’s correct, […]
Retirement Transition: Living Your New Life
by A. Scott White, CFP®, ChFC, CLU President, Scott White Advisors After years of success in the workplace, you’re finally retiring. Your retirement has probably been carefully planned and anticipated, especially in the financial arena. During your working life, chances are you checked your retirement savings plan on occasion […]