Understanding Prenuptial Agreements

Understanding Prenuptial Agreements by A. Scott White, CFP®, ChFC, CLU President, Scott White Advisors A prenuptial agreement doesn’t have to be the death toll for romance. If approached thoughtfully and with candor, it can actually lead to greater intimacy. Of course, prenuptial agreements aren’t for every couple. But, given the current statistics for marital bliss—one […]

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The Past and the Future: Planning for the Unexpected

The Past and the Future: Planning for the Unexpected By A. Scott White, CFP®, ChFC®, CLU® President, Scott White Advisors Looking back over the past 20 years of helping generations of clients manage their wealth, there’s one thing I know about the future: The unexpected frequently happens. That’s why, since I started my financial advisory […]

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Preparing for Incapacity is Not Rocket Science

Preparing for Incapacity is Not Rocket Science by A. Scott White, CFP®, ChFC®, CLU® President, Scott White Advisors When we think about estate planning, typically we think about legal documents—not planning for incapacity. But that area of planning is frequently overlooked. After we finish executing all our legal documents with a qualified estate planning attorney, […]

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Paperwork Challenges after a Spouse Dies Reduce the stress through proper financial planning

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 […]

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Love and Finances

Love and Finances by A. Scott White, CFP®, ChFC, CLU In the month of February most people are talking about love and romance. But what happens when February is over? What about those of us who talk about finances every month? Can there be an intersection of love and finances this month?Yes, we think so. […]

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Choosing a Financial Planner: How to Select an Advisor to Help You Achieve Your Goals

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, […]

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