UVWA Newsletters

Spring 2024

Fall 2023

  • Securing Your Legacy: The Importance of Estate Planning
  • Philanthropy: 5 Steps to Evaluate Charities for Year-End Giving
  • Local Florida Charities to Donate to This Year-End Giving Season
  • Spotlight: Providing HOPE in Our Community

Summer 2023


Previous Newsletters

Scott White Advisor | Financial Advice Newsletters

Spring 2023

5 Changes to Know About Required Minimum Distribution Rules in 2023
Weathering Financial Storms
3 Financial Steps to Ease Your Transition Into Retirement
Physical and Mental Benefits of Pet Ownership in Retirement

Summer 2022

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

Spring 2022

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

Fall 2021

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 2021

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

Spring 2021

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

Fall 2020

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

Summer 2020

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

Spring 2020

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

Fall 2019

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

Summer 2019

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

Spring 2019

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

Fall 2018

Delaying Gratification Increases Income
Introducing Dawn Hamm
Current Events

Summer 2018

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

Spring 2018

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

Fall 2017

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


Summer 2017

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


Spring 2017

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


Fall 2016

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


Summer 2016

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


Spring 2016

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