John A. White
Hidden Landmines in Your Retirement Plan
Retirement planning is a crucial aspect of financial security but challenging. There are hidden land mines in your retirement plan that...
top of page
Blogs by John
John A. White
- 6 days ago
- 2 min
Should You Consider A Reverse Mortgage In Your Overall Financial Plan? 🏠
Reverse mortgages have become a financial tool for seniors looking to tap into their home equity. However, like any financial product,...
18 views0 comments
John A. White
- Sep 19
- 4 min
The Risks and Rewards of Early Retirement
Note: This article is for informational purposes only and should not be considered financial or retirement advice. Consult with a...
8 views0 comments
John A. White
- Sep 12
- 2 min
Creating A Stress-Free Retirement: Your Personal Guide
Are you ready to step into the world of retirement with confidence and peace of mind? Retirement is a significant milestone in life, a...
8 views0 comments
John A. White
- Sep 4
- 5 min
Will My Social Security Benefits Increase if I Continue to Work?
Retirement is a significant milestone in one's life, and many individuals wonder if their Social Security benefits can increase even...
4 views0 comments
John A. White
- Aug 29
- 6 min
Should I File for Social Security at Age 62 or Wait Until Age 70?
Regarding Social Security benefits, one of the most critical decisions you'll face is when to start claiming them. The age at which you...
12 views0 comments
John A. White
- Aug 22
- 4 min
7 Retirement Myths Debunked
Retirement is a significant milestone that many of us look forward to. It's a time when we can finally leave the workforce behind and enjoy
23 views0 comments
John A. White
- Aug 15
- 5 min
Is an Annuity the Right Investment for You?
Annuities are financial products that offer a unique combination of benefits, making them a popular choice for retirement planning. However,
9 views
John A. White
- Aug 8
- 6 min
What You Need to Know as an Individual Taxpayer
The world of taxation is ever-evolving, and it's crucial for individual taxpayers to stay informed about proposed changes that may impact...
25 views0 comments
John A. White
- Aug 1
- 6 min
The Ins and Outs of Roth IRA Conversions: Good vs. Not-So-Good Reasons
Roth IRA conversions have become a popular topic among investors seeking to optimize their retirement savings strategy. The opportunity...
6 views0 comments
John A. White
- Jul 27
- 4 min
The Importance of a Special Needs Trust: Ensuring Financial Security for Your Child
As a parent of a child with special needs, you understand the unique challenges and responsibilities that come with meeting their...
8 views0 comments
John A. White
- Jul 25
- 4 min
How To Avoid Running Out of Money in Retirement
Retirement is a time that many people look forward to—a chance to relax, travel, and enjoy the fruits of their labor. However, the fear...
38 views0 comments
John A. White
- Jul 20
- 4 min
Managing ”Sequence of Returns Risk” in Retirement
Retirement is supposed to be a time of relaxation and enjoying the fruits of one's labour. However, retirees face several risks that can...
27 views0 comments
John A. White
- Jul 18
- 3 min
How Do I Know If I Have Enough Money to Retire?
The prospect of retirement is a milestone that many of us eagerly anticipate, envisioning days filled with relaxation, travel, and...
41 views0 comments
John A. White
- Jul 11
- 5 min
Why Health Savings Accounts (HSAs) are Essential for Retirement Planning
Why Health Savings Accounts (HSAs) are Essential for Retirement Planning Retirement planning is a crucial aspect of financial management,...
23 views0 comments
John A. White
- Jul 5
- 6 min
Avoiding Costly Mistakes: Navigating Social Security with Confidence
Social Security is a crucial benefit, particularly for women, who often rely on it as their primary source of retirement income. However,...
28 views0 comments
John A. White
- Jul 3
- 1 min
5 Factoids About The 4th of July
1. Adoption of the Declaration of Independence Contrary to popular belief, the Declaration of Independence was not signed on the 4th of...
19 views0 comments
John A. White
- Jun 26
- 5 min
5 Essential Legal Documents for Estate Planning
Estate planning is a crucial process that allows individuals to determine their end-of-life wishes and make important legal, financial,...
30 views0 comments
John A. White
- Jun 18
- 5 min
Beneficiary Designation Mistakes: Safeguarding Your Estate and Financial Plans
In the realm of estate planning, one crucial aspect that often gets overlooked is the designation of beneficiaries for your financial...
2 views0 comments
John A. White
- Jun 13
- 4 min
Taking Control of Your 401(k): A Comprehensive Guide to Rollover Options
1. Understanding Your 401(k) Rollover Options When you leave a job, you gain control over the vested balance in your 401(k) plan. This...
7 views0 comments
bottom of page