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Scott White Advisors - Financial Planners
Scott White Advisors - Financial Planners
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    • A. SCOTT WHITE
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IN THE NEWS

In The News


Scott White’s Article Featured in Florida Weekly


A. Scott White Quoted in Investment News


A. Scott White Interviewed in Wall Street Journal
on Advanced Strategies in Financial Planning


Fulfill Your Charitable Vision with Your Community Foundation


Sizing Up a Future Career


Financial Clinic and Workshop

Scott White

Scott is past president of the
Financial Planning Association’s Southwest
Florida Chapter

Blog Categories

  • Enhancing & Protecting Your Lifestyle (9)
  • Financial Planning (22)
  • Office News (3)
  • Philanthropy (4)
  • Retirement (2)

COVID-19 Resources

Year-End Charitable Giving and the Pandemic

Financial Planning During a Pandemic

Beware Coronavirus Scams

The CARES Act Affects Retirement Penalties, RMDs, and More

Resources That Can Help Ease Your Time at Home

From Our Facebook Feed

Scott White Advisors

4 days ago

Scott White Advisors
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

Scott White Advisors
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

Scott White Advisors
#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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(c) 2022 Scott White Advisors - Financial Planners
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Scott White Advisors, LLC. Scott White Advisors, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. This site is published for residents of the United States only. Raymond James Financial Advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

The term “Independent Registered Investment Advisor” or “Independent RIA” means the firm is independent of its affiliation with its broker/dealer, Raymond James Financial Services, Inc. member FINRA/SIPC. Any reference to the term “RIA” should not be interpreted as a credential nor does it imply a certain level of skill or training or that such firm or person has been sponsored, recommended, or approved, or that their abilities or qualifications have in any respect been passed upon by the United States or any agency or any officer thereof.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members. | Check the background of this firm on FINRA’s BrokerCheck | View Raymond James Corporate Privacy Notice | Scott White Advisors 1510 Royal Palm Square Blvd., #103 Fort Myers, FL 33919 Phone:(239) 936-6300

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