A New Look For Your Social Security Statement

A New Look For Your Social Security Statement The personal Social Security statement, created to help Americans understand the Social Security benefits they might be entitled to, has been redesigned for the first time since the earnings statement began mailing to selected age groups in 1995.1 Changes on the new statement include more visual elements […]

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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 […]

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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. […]

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Retirement Transition: Living Your New Life

Retirement Transition: Living Your New Life by A. Scott White, CFP®, ChFC, CLU   After years of success in the workplace, you’re finally retiring. Your retirement has probably been carefully planned and anticipated, especially in the financial arena. During your working life, chances are you checked your retirement savings plan on occasion to determine its […]

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