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 one’s long-term health. There are many steps a person can take now to ensure better brain health in the future, decreasing risk of […]
Success 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 expected to transfer $15-68 trillion in the next 20-30 years. While we would all like to believe that a well-formed and up-to-date estate […]
Financial 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 pandemic was a period of great change, physically, emotionally – and fiscally. Those very changes still ripple into our lives in 2023, […]
Take 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 IRS taxpayer identity theft, as I was. (Taxpayer ID theft is one of the fastest-growing forms of cybercrime, […]
Philanthropy: 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 fill with donation requests from charities. Lots of charities. According to Cause IQ, in 2020 there were over 1.8 million nonprofit organizations, 1.7 million of […]
Financial Planning Extends to Your Community and Causes with National Nonprofit Day
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 philanthropy efforts across the nation, officially designated by The Registrar at National Day Calendar as National Nonprofit Day. Founded by speaker, author, and business strategist […]
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 the assets you’ve worked hard to create can be used to fund the post-career life you desire. For many of my clients, their retirement […]
The 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 considerations, there’s also an emotional aspect. Retirement is a major transition—we move from the life we’ve known for decades to a life that’s unknown. It […]
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 for the first time since the earnings statement began mailing to selected age groups in 1995.1 Changes on the new statement include more visual elements […]
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, this is also the end of dependency on their parents. Yes, graduation is an academic milestone and an important occasion to celebrate and acknowledge the accomplishment. The […]