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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Summer Travel Tips Post-COVID

Summer Travel Tips Post-COVID by A. Scott White, CFP®, ChFC®, CLU® President, Scott White Advisors Summer is upon is, but are we ready to resume our summer travel traditions? Experts have suggested that though many Americans are planning and booking travel, it still looks a little different than our pre-pandemic vacations. Summer Planning Because of […]

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Year-End Charitable Giving and the Pandemic

Year-End Charitable Giving and the Pandemic By A. Scott White, CFP®, ChFC®, CLU® President, Scott White Advisors During this time of year, I frequently get questions about year-end charitable contributions. And that’s not surprising; although many donors make charitable gifts throughout the year, the majority of donations are made in the fourth quarter. This year, […]

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