7 Ways to Maintain a Healthy Brain by A. Scott White, CFPĀ®, ChFC, CLU President, Scott White Advisors Ā Maintaining a healthy brain is always a beneficial practice, but particularly when considering oneās 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”Ā by A. Scott White, CFPĀ®, ChFC, CLU President, Scott White AdvisorsĀ 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.Ā While we would all like to believe that a well-formed and up-to-date estate […]
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, […]
Retirement and Charitable Giving
Retirement and Charitable Giving by A. Scott White, CFPĀ®, ChFCĀ®, CLUĀ® President, Scott White Advisors In financial terms, we refer to retirement as the āasset distribution phaseā of lifeāthe time when the assets youāve 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, CFPĀ®, ChFCĀ®, CLUĀ® President, Scott White Advisors Are you, or someone you know, thinking about retiring? In addition to the financial considerations, thereās also an emotional aspect. Retirement is a major transitionāwe move from the life weāve known for decades to a life thatās unknown. It […]
Helping Beneficiaries Succeedāand Promoting Family Harmony
Helping Beneficiaries Succeedāand Promoting Family Harmony by A. Scott White, CFPĀ®, ChFCĀ®, CLUĀ® 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 […]
Disaster Preparation: Do This Now
Disaster Preparation: Do This Now by A. Scott White, CFPĀ®, ChFCĀ®, CLUĀ® President, Scott White Advisors A friend in Colorado told me her family received pre-evacuation orders recently. Their home was in the path of a large wildfire, and they were instructed to pack the car and be ready to leave at a momentās notice. […]
Mental Health Needs: How to Help Our Community
Mental Health Needs: How to Help Our Community The Covid-19 pandemic has had a major impact on our lives. Many of us are facing challenges that can be stressful, overwhelming, and cause strong emotions. Public health actions such as social distancing are necessary to reduce the spread of Covid-19, but they can make us feel […]
Ho-Ho-Hold Scammers at Bay this Holiday Season
Ho-Ho-Hold Scammers at Bay this Holiday Season by A. Scott White, CFPĀ®, ChFC, CLU Itās a season of giving. But for some individuals, itās a season of taking. Scammers will steal your identity, bank accounts, credit cardsā¦whatever they can. So while youāre making that list and checking it twice, be sure you are up-to-date on […]
Summer Travel Tips Post-COVID
Summer Travel Tips Post-COVID by A. Scott White, CFPĀ®, ChFCĀ®, CLUĀ® 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 […]