Making Philanthropy Easy: Increasing the Efficiency and Impact of Your Generosity

Making Philanthropy Easy: Increasing the Efficiency and Impact of Your Generosity By A. Scott White, CFP®, ChFC®, CLU® President, Scott White Advisors When I discuss financial goals with clients, philanthropy often arises as a vital component of the legacy they will leave behind. Charitable giving can play an important role in many estate plans. Philanthropy […]

Read More

What Is Bitcoin—and Should You Use It?

What Is Bitcoin—and Should You Use It? by A. Scott White, CFP®, ChFC®, CLU® President, Scott White Advisors Have you heard of Bitcoin? It’s a form of cryptocurrency: digital money that allows for peer-to-peer transactions on the internet via a digital representation of value that isn’t backed by any government or central bank. While services […]

Read More

Preparing for Retirement Challenges

Preparing for Retirement Challenges By A. Scott White, CFP®, ChFC®, CLU® President, Scott White Advisors The custom of retirement was introduced during the late 1800s. Before then, most workers continued to work until death due to low life expectancy and the absence of financial planning. Today, more people are choosing to enter semi-retirement, where they […]

Read More

Financial Literacy for Generation Z

Financial Literacy for Generation Z by A. Scott White, CFP®, ChFC®, CLU® President, Scott White Advisors Were your children or grandchildren born between 1996 and 2010? If so, they’re part of Generation Z—the generation following millennials. Gen Z-ers were the first generation to grow up with computers, smartphones, and the Internet. They have more information […]

Read More

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 every month? Yes, we think […]

Read More

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 […]

Read More