Spring Clean Your Finances for Retirement Planning Success

April 20, 2018 / Scott White / Retirement

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. […]

Retirement Transition: Living Your New Life

October 25, 2017 / Scott White / Retirement

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 […]

Scott White Advisors

3 days ago

Congratulations to former Fort Myers Beach Mayor Anita Cereceda for being named Fort Myers Beach Humanitarian of the Year in the annual Best of the Beach poll. Cereceda helped start the #WeAreFMB campaign during the early days of the pandemic. ... See MoreSee Less

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Scott White Advisors

4 days ago

There are many ways you can #shareyourwealth with your grandchildren or nieces/nephews. One option is 529 plans that could reduce your estate taxes down the road since 529 contributions are considered a completed gift to the beneficiary. You can now make a lump-sum contribution to a 529 plan up to 5 times the annual limit of $16,000 -- $80,000 per recipient ($160,000 for married couples), as long as you denote your 5-year gift on your federal tax return and do not make any more gifts to the same recipient during that same time frame. Remember to talk with your #financialadvisor about the best options for you and always consult a #taxprofessional to verify proper tax saving rules. *As with other investments, there are generally fees and expenses associated with participation in a 529 plan. There is also a risk that these plans may lose money or not perform well enough to cover education costs as anticipated. Most states offer their own 529 programs, which may provide advantages and benefits exclusively for their residents. The tax implications can vary significantly from state to state.*________________________________________ ... See MoreSee Less

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Scott White Advisors

1 week ago

#Hopeclubhouse invites the #LeeCounty community to be someone's sunshine when the sky is gray at their upcoming annual event. Join the Faces of Hope event to learn more about the power of the past as they focus on creating a brighter future together on March 10. Tickets and sponsorships for the event are available at hopeclubhouse.org/annual-faces-of-hope-luncheon/. ... See MoreSee Less

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