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 […]

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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 […]

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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 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 […]

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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, 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 […]

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Helping 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 one generation to the next. According to the Federal Reserve, the median inheritance in 2019 was $92,700 for someone whose parents had a college degree and […]

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