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Scott White Advisors - Financial Planners
Scott White Advisors - Financial Planners
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ARTICLES

Articles

 

Life Enhancement Planning

Delaying Gratification Increases Income

Scam Alert: Medicare and More

Steps to Take When Your Child or Grandchild Turns 18

Identity Theft on College Campuses

Getting a Diagnosis of Alzheimer’s Disease

Financial Planning

Through Every Stage of Life Scott White Advisors is There for You

Estate Planning

Time to Revisit the Family Trust

Don’t Hold Property Jointly with Children

Preparing for Incapacity is Not Rocket Science

Retirement Planning

What is the Best Age to Start Collecting Social Security?

Investment Planning

The Global Consumer

What We Learned from the Financial Crisis: 10 Years Later

Price and Quality No Longer Matter

The Importance of Investing in Quality

Do What I Say, Not What I Do

A Good Time for Long-Term Investors

Investing Without Goals is a Bad Idea

Blog Categories

  • Enhancing & Protecting Your Lifestyle (17)
  • Financial Planning (25)
  • Money Skills for Grandchildren and Children (5)
  • Office News (3)
  • Philanthropy (6)
  • Retirement (6)

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

7 days ago

Scott White Advisors
The IRS has released the 2023 contribution limits for health savings accounts (HSAs), as well as the 2023 minimum deductible and maximum out-of-pocket amounts for high-deductible health plans (HDHPs). An HSA offers several valuable tax benefits (consult your tax professional for details relevant to you):• You may be able to make pre-tax contributions via payroll deduction through your employer, reducing your current income tax.• If you make contributions on your own using after-tax dollars, they're deductible from your federal income tax (and perhaps from your state income tax) whether you itemize or not.• Contributions to your HSA, and any interest or earnings, grow tax deferred.• Contributions and any earnings you withdraw will be tax-free if used to pay qualified medical expenses.Here are the key tax numbers for 2022 and 2023. ... See MoreSee Less

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Scott White Advisors

2 weeks ago

Scott White Advisors
From our family to yours, we wish you a celebratory weekend! ... See MoreSee Less

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Scott White Advisors

2 weeks ago

Scott White Advisors
Our Summer 2022 newsletter was mailed to our clients recently. Find the full issue on the website at www.scottwhiteadvisors.com/wp-content/uploads/2022/06/SWA_2202-Newsletter_2ndQ.pdf ... 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 | Important Legal Disclosures for Clients | Scott White Advisors 1510 Royal Palm Square Blvd., #103 Fort Myers, FL 33919 Phone:(239) 936-6300

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