3 Financial Steps to Ease Your Transition Into Retirement by A. Scott White, CFPĀ®, ChFCĀ®, CLU; President, Scott White Advisors No matter your current financial situation, retirement is an enormous transition. Financially, there is a lot to consider so that you are able to pursue fulfillment and fun in retirement. As a wealth advisor, […]
Retirement and Charitable Giving
Retirement and Charitable Giving by A. Scott White, CFPĀ®, ChFCĀ®, CLUĀ® President, Scott White Advisors In financial terms, we refer to retirement as the āasset distribution phaseā of lifeāthe time when the assets youāve worked hard to create can be used to fund the post-career life you desire. For many of my clients, their retirement […]
The Emotional Aspects of Retirement
The Emotional Aspects of Retirement By A. Scott White, CFPĀ®, ChFCĀ®, CLUĀ® President, Scott White Advisors Are you, or someone you know, thinking about retiring? In addition to the financial considerations, thereās also an emotional aspect. Retirement is a major transitionāwe move from the life weāve known for decades to a life thatās unknown. It […]
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 […]
Preparing for Retirement Challenges
Preparing for Retirement Challenges By A. Scott White, CFPĀ®, ChFCĀ®, CLUĀ® 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 […]
Spring Clean Your Finances for Retirement Planning Success
Spring Clean Your Finances for Retirement Planning Success by A. Scott White, CFPĀ®, 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. […]
Retirement Transition: Living Your New Life
Retirement Transition: Living Your New Life by A. Scott White, CFPĀ®, ChFC, CLU After years of success in the workplace, youāre 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 […]