Paperwork Challenges after a Spouse Dies Reduce the stress through proper financial planning

Paperwork Challenges after a Spouse Dies Reduce the stress through proper financial planning by A. Scott White, CFP®, ChFC, CLUv When you’ve lost your spouse and you’re grieving, the last thing you want to think about is dealing with paperwork. Yet unfortunately, major financial issues and decisions arise when a spouse dies, and those must […]

Read More

Choosing a Financial Planner: How to Select an Advisor to Help You Achieve Your Goals

Choosing a Financial Planner: How to Select an Advisor to Help You Achieve Your Goals by A. Scott White, CFP®, ChFC, CLU President, Scott White Advisors What’s the first thing that comes to mind when you hear the words “financial planner?” A common response might be, “A professional who gives investment advice.” And that’s correct, […]

Read More