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 […]
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 […]
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, […]
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 […]
Through Every Stage of Life Scott White Advisors is There for You
Through Every Stage of Life Scott White Advisors is There for You by A. Scott White, CFP® , ChFC® , CLU® President, Scott White Advisors After over a year of relatively unabated growth in stock markets around the world from November 2016 through January 2018, in the spring of 2018 we have witnessed a return […]
What we learned from the financial crisis: 10 years later
What we learned from the financial crisis: 10 years later by A. Scott White, CFP® , ChFC® , CLU® President, Scott White Advisors As I write this article in September of 2018, it seems appropriate to reflect on the 10-year anniversary of the start of the Great Financial Crisis of 2008. As you may recall, […]
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 […]
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. […]
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, […]