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Scott White Advisor | Financial Advice Newsletters

Newsletters

Support for Caregivers
A Solution to Help Your Charitable Giving – and Your Taxes
Let Your Investment Policy Statement – Not Unexpected Turmoil – Be Your Guide

Summer Travel Tips Post-COVID
Remembering Flor, the Retired Guide Dog
What Is Bitcoin—and Should You Use It?
Making Philanthropy Easy: Increasing the Efficiency and Impact of Your Generosity

Financial Literacy for Generation Z
Celebrating Becky Pardue’s 10th Anniversary
Jonathan White is Engaged
Preparing for Retirement Challenges

Reflecting on 20 Years of Service
Year-End Charitable Giving and the Pandemic
The Past and the Future: Planning for the Unexpected

Different Work Location but Same Great Service
Financial Planning During a Pandemic
Memory Loss: What to Watch for

Tax and Retirement Changes for the New Year
Flor is Flourishing
Study Find Life in College Affects Life after College
A Bull-Market Decade Ends, But Our Planning Strategy Continues

Living Alone after a Spouse Dies: More Social Interaction and Less Isolation
Introducing Janelle Lewis
A Grandparent’s Lasting Gift: 529 College Savings Plans

Retired Guide Dog at Home with Scott and Adriana
Undermining Investment Success: Pitfalls Caused by Behavioral Bias
Jonathan White Graduates from the University of Arkansas

The Life of Social Media – Even After You Die
Introducing Kelly Jelenchick
Scott Wins Award, Supports Fort Myers High School
The Days of “Every Investor Wins a Trophy” May be Ending

Delaying Gratification Increases Income

Introducing Dawn Hamm
Current Events

Scam Alert: Medicare and More
Current Events
Through Every Stage of Life Scott White Advisors is There for You

Hurricane Irma Shuts Down Our Office, But Not Our Services
Our New Website Offers More For You
Price and Quality No Longer Matter

What is the “Best” Age to Start Collecting Social Security?
The Importance of Investing in Quality
Current Events

Steps to Take When Your Child or Grandchild Turns 18
Do What I Say, Not What I Do
Current Events

A Good Time for Long-Term Investors
Welcome Gary Geston, Client Service Associate
Don’t Hold Property Jointly with Children
Alzheimer’s and Dementia Testing for Earlier Diagnosis
Current Events

Identity Theft on College Campuses
Getting a Diagnosis of Alzheimer’s Disease
Current Events
New Videos Now Online

Investing Without Goals is a Bad Idea
Preparing for Incapacity is Not Rocket Science
Current Events

Why 2016 May be the Best Time to Review
Your Estate Plan
Current Events
Don’t Drive Forward Looking in Your Rearview Mirror

Scott White Advisors

4 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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