A Grandparent’s Lasting Gift: 529 College Savings Plans By A. Scott White, CFP®, ChFC®, CLU® President, Scott White Advisors Making it possible for a grandchild to attend college can make a difference in that child’s life—forever. A study from Georgetown University found that, on average, college graduates earn $1 million more in earnings over their […]
5 Reasons to Fulfill Your Philanthropic Vision with a Community Foundation by A. 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 […]
Paperwork Challenges after a Spouse Dies Reduce the stress through proper financial planning by A. Scott White, CFP®, ChFC, CLUv 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 […]
Through Every Stage of Life Scott White Advisors is There for You by A. Scott White, CFP® , ChFC® , CLU® President, Scott White Advisors After over a year of relatively unabated growth in stock markets around the world from November 2016 through January 2018, in the spring of 2018 we have witnessed a return […]
What we learned from the financial crisis: 10 years later by A. Scott White, CFP® , ChFC® , CLU® President, Scott White Advisors As I write this article in September of 2018, it seems appropriate to reflect on the 10-year anniversary of the start of the Great Financial Crisis of 2008. As you may recall, […]
How to be a Gift Maker by A. Scott White, CFP®, ChFC, CLU 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 […]
Spring Clean Your Finances for Retirement Planning Success by A. Scott White, CFP®, ChFC, CLU 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. […]
Women and Finances: Have gains been achieved in 200 years of financial rights? by A. Scott White, CFP®, ChFC, CLU 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 […]
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 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 to determine its […]
