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Scott White Advisor | Financial Advice Newsletters

Newsletters

Graduation: A Time of Celebration and Increased Responsibility
A New Look For Your Social Security Statement
The Emotional Aspects of Retirement
Current Events
Retirement and Charitable Giving

Helping Beneficiaries Succeed—and Promoting Family Harmony
Disaster Preparation: Do This Now
Mental Health Needs: How to Help Our Community

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

We are always in #planningmode, but today our planning is to keep our team and our clients safe. Our offices will be closed tomorrow and reopen as soon as safely possible. We will reschedule any affected meetings. If you are wondering what to prepare, here is our GO! Kit checklist as a guide. All of us at Scott White Advisors are sending everyone safe wishes for the week ahead, regardless of where and how severe #Ian makes landfall. #hurricaneseason #safetyfirst ... See MoreSee Less

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Scott White Advisors

1 week ago

Rowan Steineker, assistant professor of history, is working with students to compile a digital archive preserving the history of Upper Captiva Island. Until 1921, it was part of Captiva Island. That year, an unnamed tempest tore open a new channel across Captiva, creating a separate, bridgeless landmass that came to be called Upper Captiva. Although it can only be reached by water or air, development beginning in the 1980s lured adventurous year-round residents, vacation renters seeking unbeaten paths and hungry boaters docking at harbor-side restaurants. Read more about the barrier island project at fortmyers.floridaweekly.com/articles/research-team-helping-create-digital-archive-of-local-island... ... See MoreSee Less

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Scott White Advisors

1 week ago

September is National Preparedness Month, part of an effort by the Federal Emergency Management Agency (FEMA) to raise public awareness and inspire disaster readiness. Consider these tips to help keep your family safe in an emergency and allow you to leave quickly with the items you need most. - Gather important documents or create electronic copies of critical documents - Assemble a disaster kit with basic necessities for your home. - Have a list of items to take with you. - Plan where you will go if you must evacuate.- Be sure you have appropriate insurance. ... See MoreSee Less

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