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, […]
Black Monday May Feel Like the First Time – But it Wasn’t
Black Monday May Feel Like the First Time – But it Wasn’t By A. Scott White, CFP®, ChFC®, CLU® President, Scott White Advisors Remember the song, “It Feels Like the First Time” recorded by the rock group Foreigner? When markets opened several percent lower on March 9, 2020, some investors panicked, reacting like it was […]
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 […]
Spring Clean Your Finances for Retirement Planning Success
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?
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
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, […]