Graduation: A Time of Celebration and Increased Responsibility

Graduation: A Time of Celebration and Increased Responsibility June is traditionally considered to be graduation season. Though children and grandchildren would like to celebrate the end of school, this is also the end of dependency on their parents. Yes, graduation is an academic milestone and an important occasion to celebrate and acknowledge the accomplishment. The […]

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Kids and Money: Many Financial Habits are Set by Age 7

Kids and Money: Many Financial Habits are Set by Age 7 by A. Scott White, CFP®, ChFC®, CLU® President, Scott White Advisors Research shows that kids’ financial habits may be set by age 7—which means that teaching them financial skills should start early. According to behavior experts David Whitebread and Sue Bingham of the University […]

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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 […]

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A Grandparent’s Lasting Gift: 529 College Savings Plans

A Grandparent’s Lasting Gift: 529 College Savings Plans By A. Scott White, CFP®, ChFC®, CLU® President, Scott White Advisors Making it possible for a grandchild to attend college can make a difference in that child’s life—forever. A study from Georgetown University found that, on average, college graduates earn $1 million more in earnings over their […]

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