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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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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